As markets adapt to shifting monetary policies, inflationary pressures and evolving investor sentiment, diversification and adaptability have never been more important.
PA Edinburgh Focus will bring together leading fund managers and fund selectors for a morning of insight, debate and practical discussion across a broad range of asset classes. Delegates will hear directly from experts on where opportunities and risks lie as we move into a new market cycle.
Why Attend:
* Hear from top fund managers across multiple asset classes
* Join panel discussions exploring the most relevant investment themes
* Engage directly with peers and presenters in an interactive setting
* Earn accredited CISI CPD points
Keynote
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David McNay
Director of multi-asset research, FTSE Russell
David McNay is director of multi-asset research at FTSE Russell, a London Stock Exchange Group business. Prior to joining in September 2025, McNay spent five years at Stanlib as head of multi-asset research and a senior portfolio manager. McNay also spent 12 years at HSBC Global Asset Management, latterly as a portfolio manager.
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Panel debate
Challenging the consensus: Opportunities beyond the next hype.
In a world of immediacy where everything is expected now, including returns, swimming against the tide while markets are rallying can be uncomfortable. Especially as hot money continues to flow into passives which, for several years, have been shooting the lights out. But markets can be fickle, as we have seen with the now-nicknamed ‘Lagnificent Seven’ beginning to dwindle. Elsewhere, a mixed macroeconomic picture has led to chronic uncertainty when it comes to central bank policy. How can investors look beyond the noise, avoid falling into ‘fad pitfalls’ and deliver sustainable, top-quartile returns over the next decade, not just the next 10 months?
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