Bell Asset Management: Global Small and Mid-Cap equities briefing

FINDING QUALITY COMPANIES WHEN GLOBAL EQUITIES LOOK EXPENSIVE

‍

‍This event is intended for professional advisers only.

As we look to 2020 and reflect on 2019 we believe the environment will be incredibly different. 2019 was a very strong year for global equities markets driven primarily by a handful of very large-cap growth names, with the technology sector an obvious dominant force.

In a market that is already experiencing higher volatility coupled with the deterioration in the macro environment, factors such as quality and low price volatility will prove defensive in global equities.

We invite you to hear from Ned Bell, Chief Investment Officer at Bell Asset Management over lunch as he explores the themes, opportunities and risks in global equities this year.

‍This activity is estimated to qualify for up to 1 hour of FPA accredited CPD.

‍

AGENDA

• As large cap growth names are hitting new highs, how can you manage valuation risk and where can you find opportunities in global equities?
• A look at the sectors and regions that will drive growth particularly in the global small and mid-cap universe.
• Is the coronavirus a temporary economic event and how will it impact global equity markets? Will the weakness in China have a prolonged impact on global GDP and economic growth?
• How can you protect client capital as risk increases – stock stories that represent quality companies at a reasonable price.

‍

REGISTER HERE

Melbourne - 17 March 2020

> Lunch, 12:15pm - 2:00pm

‍
Sydney - 19 March 2020

> Breakfast, 8:00am - 9:30am
> Lunch, 12:15pm - 2:00pm

‍
Brisbane - 20 March 2020

> Lunch, 12:15pm - 2:00pm