TALK: Navigating markets in a new policy landscape (featuring IBOSS)

Financial Advisers

Advice Firm Owners

Paraplanners

Our TALK webinars offer dynamic, interactive discussions where you shape the conversation. Use the chat box to engage directly with leading industry experts on some of our most requested topics. Share ideas, ask questions and gain insights through meaningful conversation.

AGENDA:

Join us on Tuesday 17th November for a 1-hour session with Grant Callaghan (Financial Planning Specialist, Verve) and Chris Metcalfe (Managing Director & Chief Investment Officer, IBOSS) to unpack the latest on today's markets.

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Navigating markets in a new policy landscape

This session offers a concise, forward-looking briefing on the forces shaping markets today. With global investors adjusting to a rapidly shifting political and economic backdrop, Grant and Chris will cut through the noise and focus on what matters for portfolios.

In this session, IBOSS will cover:

  • Latest market trends: a snapshot of how markets have moved recently, what is driving investor sentiment, and which signals deserve your attention.
  • Life after the midterms: What comes next for the US, how the political landscape could shape the investing environment, and what that means for the years ahead.
  • Opportunities under a Trump-driven policy era: How tariffs, trade deals, regulation and shifting alliances are redrawing the investment map, and where the new openings and hidden risks are appearing.
  • The classic 60/40 portfolio: Is it still fit for purpose? Plus, the alternatives worth considering in today's conditions.

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Learning Objectives:

  • Summarise the main movements in global markets and the factors currently driving investor sentiment
  • Explain how US political developments could affect the investment landscape
  • Evaluate the opportunities and risks arising from a Trump-driven policy environment
  • Assess whether the traditional 60/40 portfolio still works in the current market

Tuesday 17th November

11:00 12:00

Online

1 hour CPD

Free

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SPEAKERS:

Grant Callaghan

Financial Planning Specialist

Chris Metcalfe

Managing Director & Chief Investment Officer