In this podcast, Patrick Armstrong, CIO at Plurimi Investment Management provides an summary of the macroeconomic issues he considers most material in 2018 and outlines the factors he is currently considering as we move into 2019. Patrick also outlines some of the positions he currently holds in his portfolio. Running Order Run Time Topic 00:20 What have been the material macro factors influencing your fund decision making in 2018? 01:22 Do you see ongoing volatility as a returning characteristic of the market? 02:20 What do you think the impact of the US/ China Trade War will be? 03:50 Where are

The thirteenth annual Lipper Alpha Expert Forum was held in London on November 8, 2018 and maintained its reputation as one of the European mutual fund industry’s premier thought-leadership events. We welcomed some of the preeminent fund industry executives in Europe to share their views on key developments and challenges facing the industry today. Once again we partnered with the Chartered Institute of Securities and Investment–the leading professional investment body in the U.K.–as our co-hosts, and a full house in the Thomson Reuters Auditorium ensured a lively debate. Future directions for fund groups Lipper’s Jake Moeller moderated the morning’s first panel