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Where are we in the UK investment cycle?
25th June - 2:00 pm - 2:45 pm
![](https://www.unicornam.com/wp-content/uploads/2021/10/CL-new1-e1687527615281.jpg)
Date & time: Tuesday 25 June, 2:00pm – 2:45pm
Presenters:
– Steve Williams, senior economist at Barras Capital
– Simon Moon and Fraser Mackersie, portfolio managers at Unicorn Asset Management
Agenda:
– UK investment cycle in a global context
– Late or early recovery cycle?
– Inflation, rates and what to expect
– How do you position portfolios?
– The case for UK SMIDs
– Q&A’s