LI Investments
Gold as a strategic asset
The investment thesis
- Potential to lower risk
- A portfolio diversifier
- An inflation hedge
- A dollar hedge
Matt Hancock
Director & Head of Research
LI Investments
Ben Wallace
Director & Portfolio Strategist
LI Investments
Commodities & Alternatives Lead Partner



Gold as a strategic asset
The investment thesis
- Potential to lower risk
- A portfolio diversifier
- An inflation hedge
- A dollar hedge




Commodities & Alternatives Lead Partner

A smoother path to equity income
Exploiting high-quality and lower-volatility stocks
- Equity income investing should not come at the cost of volatility
- Avoiding ‘dividend traps’ by looking beyond headline dividends and yields
- Market participation with potential downside mitigation
Ben Wallace
Director & Portfolio Strategist
LI Investments
Income & Yield Lead Partner


A smoother path to equity income
Exploiting high-quality and lower-volatility stocks
- Equity income investing should not come at the cost of volatility
- Avoiding ‘dividend traps’ by looking beyond headline dividends and yields
- Market participation with potential downside mitigation




Income & Yield Lead Partner

Investment Strategy 2021
Macroeconomic and market outlook for the year ahead
- Growth and inflation expectations
- Bond yields, curves and financial conditions
- The profit and valuation cycle
- Factor and sector outlook
Rishi Sunak
Head of Sovereign Debt
Ipsum Investment Advisory
Alistair Jack
Head of Investments
Lorem Asset Management
Natalie Evans
VP, Portfolio Management
Ipsum Lorem Capital
Ben Wallace
Director & Portfolio Strategist
LI Investments
Asset Allocation Lead Partner








Investment Strategy 2021
Macroeconomic and market outlook for the year ahead
- Growth and inflation expectations
- Bond yields, curves and financial conditions
- The profit and valuation cycle
- Factor and sector outlook




Asset Allocation Lead Partner




The next generation of ESG ETFs
A step beyond traditional SRI solutions
- An innovative triple-tilt index approach
- Targeting ESG, carbon emissions, fossil fuel reserves
- A robust ESG scoring methodology
- Our product range: Sustainable by design and approach
Matt Hancock
Director & Head of Research
LI Investments
ESG & Climate Lead Partner


The next generation of ESG ETFs
A step beyond traditional SRI solutions
- An innovative triple-tilt index approach
- Targeting ESG, carbon emissions, fossil fuel reserves
- A robust ESG scoring methodology
- Our product range: Sustainable by design and approach



ESG & Climate Lead Partner

Bitcoin vs Ethereum vs Tether vs Polkadot
A Comparative Analysis
- Bitcoin - An aristocrat among digital assets
- Ethereum - A faster alternative?
- Tether - What's the controversy?
- Is the future Polkadot?
Matt Hancock
Director & Head of Research
LI Investments
Jacob Rees-Mogg
Head of Digital Asset Management
Ispum Digital Shares
Dominic Raab
Deputy CEO
Ipsum Lorem Capital
Priti Patel
Head of Relationship Management
Ipsum Global Advisors
Digital Assets Lead Partner








Bitcoin vs Ethereum vs Tether vs Polkadot
A Comparative Analysis
- Bitcoin - An aristocrat among digital assets
- Ethereum - A faster alternative?
- Tether - What's the controversy?
- Is the future Polkadot?




Digital Assets Lead Partner



