Upcoming Events
UK ECONOMIC OUTLOOK: THE OPPORTUNITY AND THE PITFALLS
Andrew Wishart, senior UK economist at Berenberg Bank will address “UK Economic Outlook: the opportunity and the pitfalls”.
Andrew joined Berenberg as Senior UK Economist in 2024 and was the most accurate sell-side forecaster of the UK economy in 2025 according to The Sunday Times’ annual league table. He joined Berenberg from Capital Economics where he worked in the UK economics team (2017-2020) and led the firm’s UK and US housing coverage (2020-2024). Prior to that, Andrew worked in the Economic Analysis branch of HM Treasury. He holds a BSc in Economics from the University of Surrey and a MSc in Economic History from the LSE.
Past Events
GOVERNANCE AND MARKETS
Our guest speaker John Paul (JP) Smith will address “Governance and Markets – Lessons from Emerging Markets and a Warning for the US”.
John Paul Smith (JP) has had over 40 years’ experience as an investment manager and strategist working on both the buy and sell side. He has been a top decile fund manager of both European and emerging market equities with Hill Samuel, Rothschild and Pictet and whilst at Morgan Stanley was widely credited as the only strategist to predict the 1998 Russia crisis. He is currently a Senior Advisor to the Independent Research Forum, would-be Munro completest and OAP fell runner.
STRAIT CHIPS
Charles Morris, founder and chairman of ByteTree Group and editor of The ByteTree Multi Asset Investor, will introduce a discussion on today’s extraordinary financial markets. His title is “Strait chips: the bulls look to AI for productivity and growth; the bears look to a surge in commodity prices as the energy supply grinds to a halt, while the K-shaped stock market resembles 1999″.
Charlie Morris is the founder of ByteTree, a research, data, and asset management company. He has 25 years’ experience in fund management, and has a reputation for actively managed, multi-asset, absolute return portfolios. He covers markets as editor of the ByteTree Multi Asset Investor. ByteTree has a BOLD ETF listed in Switzerland (BOLD SW), which combines bitcoin with gold on a risk-weighted basis. These are the world’s two most liquid alternative assets and due to their natural low correlation and high dispersion, the results of this combination have exceeded expectations.
In previous roles, Charlie was the head of Multi Asset at Atlantic House Fund Management and the Head of Absolute Return at HSBC Global Asset Management where he managed $3bn of assets. Charlie was also the editor of The Fleet Street Letter.
TOUR D’HORIZON OF AI DEBATES
We are delighted to welcome back Felix Martin to present a “tour d’horizon of AI debates; which of the leading companies are looking good, and which are not; and how it relates to some of the other big investment themes around at the moment (e.g. ‘chokepoint’ weaponisation of Nvidia chips etc.)”.
Dr. Felix Martin is an economist, fund manager and acclaimed author. He is an advisor to global investors, governments, and corporate leaders and helps navigate complex risks with an approach that makes economics and finance digestible and engaging.
During a twenty-five year career in international finance Felix has managed and advised on funds investing in bond, currency, and credit markets globally with total peak assets in excess of $5 billion – at publicly-listed asset managers, leading private firms, and his own independent boutique. Previously, he was an economist at the World Bank in Washington, DC, and the European Stability Initiative think tank in Berlin.
His best-seller Money: the Unauthorised Biography has been published in fourteen countries and ten languages, was a Financial Times Economics Book of the Year, and was called “compulsively readable” by the New York Times. A prolific writer on financial topics, he has authored articles, op-eds, and book reviews for numerous trade and popular publications, including the New York Times, the New York Review of Books, Wired, the Financial Times, The Observer, The Daily Telegraph, and the New Statesman. Since April 2023, he is a columnist for Reuters.