This meeting of the CISI Southern Branch was held at The Harbour Hotel in Guildford.
Following on from the CISI Southern Branch AGM, the new Southern Branch President, Keith Churchouse, introduced the speakers for the event on the evening of 12 June 2018.
Ned Naylor-Leyland from Old Mutual Global Investors is a well-known figure in the investment world focusing on investment in gold and gave a very energetic and engaging presentation on the way that gold can be used and has been used historically to hedge investment risk and provide significant diversification.
The presentation was certainly engaging and challenging and also provided historic data to illustrate cyclical movements which may indicate future trends. Ned willingly engaged with the audience during the Q&A session at the end of his presentation and recognises that some of the data provided is challenging to the investment world, although his conviction was strong in detailing his aims for the fund he manages.
The second presentation was by Alex Breese of Schroders, who concentrated on the UK equity market, with a particular focus on Brexit and its potential effects on the UK economy and UK shares.
The data available was significant and Alex has confirmed that his presentation is available on the CISI website. This provides his view on the UK market at the moment and particularly a sentiment which could indicate that the UK market is slightly undervalued with a potential for upside benefit.
Again a very energetic and engaging presentation which was enjoyed by the audience at the Guildford event.
Our thanks go to the social event sponsors, Old Mutual Global Investors and Charles Stanley, for the drinks reception after the presentations which was a great finale to the evening, with many enjoying the open air terrace of the Harbour Hotel on a glorious evening, as can be seen from the pictures.
