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US equities, big & beautiful? Jack Caffrey of J.P. Morgan American explains why he thinks the US is still an essential allocation for investors’ portfolios. #InvestmentTrusts #InvestmentCompanies #Investing

Philip Kent CEO Gravis Capital “Diversification is a key differentiator of GCP Infrastructure Investments. We were one of the first lenders to anaerobic digestion plants, solar energy parks, wind farms and assisted housing projects.” AIC

The Eastern promise Next, we’re exploring investment opportunities in Vietnam with Thuy Anh Nguyen of Vietnam Enterprise Investments Ltd and Nick Britton. #InvestmentTrusts #InvestmentCompanies #Investing

Is there a real estate rebound on the horizon? Marcus Phayre-Mudge of TR Property Investment Trust explores opportunities and challenges in the REITs sector and whether the rebound is sustainable as rate cuts continue.

Marcus Phayre-Mudge, manager of TR Property Investment Trust: “So much M&A where we are the designated driver. I’m like Cilla Black bringing the two parties together.” Currently is 18% geared - demonstrating Marcus is feeling positive. AIC

Small can be beautiful again Abby Glennie of abrdn UK Smaller Companies Growth Aberdeen Investment Trusts gives her view on why UK smaller caps can rebound despite recent headwinds.

How to build your wealth with infrastructure Infrastructure trusts may be trading at deep discounts but they are also paying some of the highest dividends around. Our panellists include Jean Hugues de Lamaze of Ecofin Global Utilities & Infrastructure Trust, Richard Sem of

Nick Train, manager of Finsbury Growth & Income said: “The biggest investment of my life is Finsbury Growth & Income - I have been regularly buying it for nearly 25 years.”Reading the book ‘The Midas Trust’made his investment strategy so much better.

Maintaining concentration: Nick Train’s Finsbury Growth & Income Trust PLC holds just 19 companies - a masterclass in high conviction investing. His keynote speech explores what makes these holdings so compelling and why he believes they won’t be knocked off course by global turmoil.

Time well invested Mat Masters of Caledonia Investments describes how the self-managed investment company targets long-term compounding real returns investing in private and public companies.

China: too big to ignore? Linda Lin of Baillie Gifford China Growth explains why Chinese companies still present excellent long-term opportunities for investors.

Biotech and the future of medicine Global healthcare trusts offer diversified access to one of the most exciting sectors, despite returns being hampered by inflation and trade tensions. Gareth Powell of Polar Capital Global Healthcare Trust is in conversation with Richard Stone, discussing how his trust

Navigating the tailwinds behind renewable energy Matt Ridley of @schroders Greencoat UK Wind addresses the outlook for renewables given Labour’s clean energy superpower ambitions.

Staying flexible in an uncertain world Maggie Fanari of RIT Capital Partners reflects on how the trust’s flexible approach leaves it well placed for changing market conditions.

European small caps thinking big Rory Stokes of The European Smaller Companies Trust explains why European small caps deserve a place in your portfolio. Janus Henderson UK

On the home front – UK equities Our UK equities panel moderated by Peter Higgins (conkers) explores where the best opportunities sit in the current market and what it takes to rebound. Panellists include Roland Arnold of BlackRock UK Smaller Companies, Abby Glennie of abrdn UK Smaller

International income Our international income panel discusses the rich income opportunities outside the UK and how their trusts aim to provide attractive dividends. Panellists include Sat Duhra of Henderson Far East Income Janus Henderson UK, Isaac Thong of Aberdeen Asian Income

What’s next for private equity Private equity trusts usually top long -term performance charts, yet today’s discounts remain wide. Moderated by Annabel Brodie-Smith, this panel discuss what the future holds and the impact of recent rate cuts. Panellists include Alan Gauld of

How to keep your (investing) head while all about you are losing theirs We’re thrilled to welcome our guest speaker Helena Morrissey DBE. Today, she shares lessons from past market storms, global risks and her thoughts on the upcoming budget.

Always enjoy David Stevenson's pieces - thought provoking as ever for Investment Week. "My hope is that if we can provide an innovative way for new ideas and funds to emerge, this might help re-energise investor engagement with the trusts sector." AIC tinyurl.com/288z7he3