Advising in an Uncertain World: Retirement Risks, Market Dynamics & Investment Approaches

Join us for a focused breakfast seminar hosted by Invesco, BlackRock and BNY Investments, to explore how shifting global market conditions and evolving retirement needs shape today’s investment landscape. This session will provide practical, adviser‑focused insight on retirement risk, global market outlooks, and long‑term portfolio construction.

Retirement income – a risky business

Richard Parkin, Head of Retirement, BNY Investments

Richard will examine how retirement income risk changes once clients begin withdrawing funds, and what this means for advice suitability. Drawing on BNY Mellon’s retirement expertise, he will discuss how advisers can structure more resilient retirement strategies and align portfolios with both client needs and current FCA expectations.

A global macroeconomic outlook

Ben Gutteridge, Portfolio Manager,-Multi Aset Strategies, Invesco

Ben will explore how the global economic backdrop is changing, looking at the main trends shaping markets today. This will include shifts in interest rates and inflation, as well as the influence of major geopolitical events on growth and investment flows. He will also outline how these developments may affect different asset classes and what they could mean for positioning portfolios in the months ahead.

Investing Like a Sovereign Wealth Fund

Hugo Thompson, Lead UK Investment Strategist for UK Models – BlackRock

In this session we discuss one of market’s open secrets: retail investors tend to underperform ‘institutional’ investors such as sovereign wealth funds and endowment funds. So what is the key to their success? We analyse the strategies used by high performing investors to meet and exceed their investment objectives, and consider how these same techniques can be incorporated into the investment portfolios run by IFAs