Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
Our fourth event for discretionary fund managers was held on Thursday 11 October at The Merchant Taylor’s Hall in London.
The timing – coming as the event did on the day of the most significant market correction for several months – proved a pertinent reminder of the importance of investing for the long term as rumours of the imminent end of this market cycle reach fever pitch.
Pertinently, our speakers focused on the long-term prospects for the range of major asset classes and regions in which they invest, discussing the key factors both supporting and challenging their markets.
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