Please note, this is an in-person event.
2022 is one of those years we won’t forget in a hurry. War broke out, food and energy prices soared and after a 15-year absence, inflation came back roaring, soaring into double-digits. Internal politics added to the uncertainty and geo-politics and saw tensions rising across the globe. Is this a perfect storm for a challenging 2023?
This is your chance to get involved in the debate and find out what your peers think at this refreshingly different, engaging event:
Janet Mui, and Kevin Gardiner, Global Investment Strategist, Rothschild & Co return to CFA UK’s flagship Annual Forecasting event to share their insights on world markets – with the exception of the UK. That task will fall to you, where in small groups you will have the opportunity to share your 2023 predictions with the wider group.
This is your chance to candidly share your view on the year ahead and gauge the sentiment of your colleagues in a private forum.
Then, after what promises to be a lively debate, continue the conversation over a drink and make a few new connections who may be a helping hand in what might be a challenging year ahead.
Kevin Gardiner, Global Investment Strategist, Rothschild & Co
Kevin joined Rothschild in August 2014. Previously, he was Chief Investment Officer (Europe) at Barclays Wealth Management.
Prior to joining Barclays in 2009, Kevin worked for a number of investment banks and the Bank of England in a City career spanning 30 years. In 1994, at Morgan Stanley, he wrote the Celtic Tiger report on the Irish economy. Ireland still has the strongest trend growth rate of any Western European economy.
Kevin was educated at the United World College of the Atlantic, the London School of Economics and Cambridge University. He was a Governor and Chair of the resources committee at Atlantic College for nine years. He has been a member of the Welsh Government’s Financial and Professional Services Sector Advisory Panel, and is currently a member of the advisory board for the Cardiff Capital Region City Deal. His book, Making Sense of Markets, was published by Palgrave Macmillan in August 2015.
Janet Mui, CFA, is head of Market Analysis at Brewin Dolphin and is a voting member of Brewin’s asset allocation committee. She is responsible for the commentary and communication of Brewin Dolphin's macro/investment views to clients and the media. She is a frequent guest on the BBC, Bloomberg and CNBC on macro discussions. Janet joins Brewin Dolphin from Cazenove Capital, the wealth management division of Schroders, where she was global economist within the investment strategy team.
Janet has a first-class degree in economics from the London School of Economics and an MBA from Cambridge University. She speaks Cantonese and is fluent in Mandarin. She is a CFA charter holder
Lindsey Stewart, CFA is a leading investor and stakeholder engagement expert specialising in the key areas where financial analysis and public policy intersect. He is the Head of Stakeholder Engagement at the Financial Reporting Council – the UK’s regulator for corporate reporting, audit and governance – and was named as a Senior Leader Finalist at the 2021 Black British Business Awards.here