It was great to get to the Switzer Investor Strategy Day this week, meeting Peter Switzer himself along with a host of other Industry professionals.
There were some great speakers covering various investments options, with the focus on ‘How to to Make Money in a Mature Bull Market’
The obvious ‘Trump Factor’ was prominent, along with usual list of things to consider; rising interest rates and Bond yields, and in particular ‘the rate’ of which they change will most likely be the significant factor.
We like the Asian Tech Story, and Charlie Aitken (Aitken Investment Management, AIM Global Conviction Fund) was a breath of fresh air.
There was great interaction between the panelists, providing some interesting dialogue and insights into their thoughts on the economy and their respective investment vehicles.
Well done Switzer!