Annual Forecasting 2024

Wednesday 17 January 2024 | 18:15 - 20:30 | Evening Event

While 2023 proved to be less challenging than the previous year for markets; we have seen devastating continued regional conflict, significantly complicating the global geopolitical landscape. Inflation is still rife but exhibiting signs of receding, though varying around the world.

2024 is a big year of change with general elections in the US and UK, which compounds the uncertainty. But what do you think?

Is the road rocky, but ultimately, we will prevail; or are we in for a horrible shock?

Share your thoughts with us at our flagship Annual Forecasting event. This year’s distinguished guests who will guide the conversation include Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, and Edward Smith, Co-Chief Investment Officer at Rathbones.

But thoughts and discussions are not enough, we’re taking it one step further - you will be entrusted with the task of devising a UK-exclusive portfolio in small groups, and you’ll then present your 2024 predictions to your peers.

This is your moment to candidly demonstrate your outlook for 2024 and gauge the room’s sentiment. Chatham House Rules goes without saying, so express yourself freely!

After you’ve battled it out, continue the conversation over drinks to build out your network. You never know they may provide valuable support in what could potentially be a challenging year ahead.

Timings

Registration: 17:45

Event: 18:15 - 19:30

Networking: 19:30 - 20:30

CPD Points: 1.15

Speakers

Janet Mui, CFA, Head of Market Analysis, RBC Brewin Dolphin

Janet Mui, CFA, is head of Market Analysis at RBC Brewin Dolphin and is a voting member of Brewin’s asset allocation committee. She is responsible for the commentary and communication of Brewin Dolphin's macro/investment views to clients and the media. She is a frequent guest on the BBC, Bloomberg and CNBC on macro discussions. Janet joins Brewin Dolphin from Cazenove Capital, the wealth management division of Schroders, where she was global economist within the investment strategy team.

Janet has a first-class degree in economics from the London School of Economics and an MBA from Cambridge University. She speaks Cantonese and is fluent in Mandarin. She is a CFA charter holder.

Edward Smith CFA, co-chief investment officer, Rathbone Investment Management

Edward is Rathbone Investment Management’s co-chief investment officer. He has joint responsibility for Rathbones’ research department and the evolution and performance of its central investment process. Day-to-day, he focuses on asset allocation and macroeconomic research, risk analytics, fixed income and currency, cross-asset thought leaderships and external communications. He is Chair of the Strategic Asset Allocation Committee and the Global Sector Committee, and co-Chair of the Portfolio Construction Committee. Edward presents frequently to clients and the media on the economic and financial market outlook. He is a regular guest on CNBC, Bloomberg TV and Sky News.

Edward is a Chartered Financial Analyst, and has served on the continuing education committee of CFA UK, chaired working groups that draft CFA UK’s responses to consultations, and contributed to learning plans. He is a published expert on risk management for high net worth individuals, a member of the Society of Professional Economists, and he has an MA from the University of Oxford and an MSc with distinction in Economic History from the London School of Economics and Political Science (LSE).

Please note if you require special assistance or have specific access requirements, please contact the events team at events@cfauk.org