The End of Tina?
Please join us for this upcoming webinar, during which Sebastian Lyon and Charlotte Yonge, managers of the Trojan Fund, Trojan Ethical Fund and Personal Assets Trust, will discuss the end of the everything bubble and the non-equity opportunities emerging in a different rate environment. Buying good stocks and just going home is no longer going to work – investors will need to be more discerning and more value-conscious.
Sebastian and Charlotte will discuss how the allocation to the main pillars of the strategy (Equities, TIPS, Gold and Liquidity) is evolving given the prospect of a ‘regime change’, how they are managing duration and currency, and discuss what would cause them to increase the strategy’s equity exposure. Following the short presentation, Sebastian and Charlotte will be taking live questions from the audience.