MAIN STAGE
WHERE WE ARE NOW: THE MAJOR MACROECONOMIC AND GEOPOLITICAL TRENDS OF 2026
The global economy is entering a period of heightened uncertainty – driven by inflation dynamics, geopolitical tension, and shifting power structures.
In this session, Victor Hill breaks down the major macroeconomic and geopolitical trends investors need to understand heading into 2026.
WHERE ARE MARKETS HEADED NEXT? JIM MELLON IN CONVERSATION WITH WILFRED FROST
Our very own Master Investor, Jim Mellon, joins Wilfred Frost in conversation to share what he’s really thinking about markets right now. From global macro trends to emerging opportunities, this conversation goes beyond headlines.
Jim Mellon sits down with Wilfred Frost to share how he’s navigating today’s market – and where he sees the biggest opportunities next.
WHAT TOP INVESTORS ARE DOING RIGHT NOW (AND MOST PEOPLE ARE MISSING)
Where are investors going next – and what are they getting wrong? From markets and macro to stock picking and long-term wealth building, this panel brings together some of the UK’s most respected investment voices to challenge conventional thinking.
Merryn Somerset Webb and guests break down what really matters for investors right now.
ARE SMALLER INVESTMENT TRUSTS THE BIGGEST OPPORTUNITY INVESTORS ARE MISSING?
Large caps get the headlines – but smaller investment trusts could be where the real value is right now.
In this Master Investor Show panel, leading experts explain why "small is beautiful again" and where smart investors are looking.
THE MERCANTILE INVESTMENT TRUST – FINDING OPPORTUNITY WHEN OTHERS CAN’T?
In a market where many investors are struggling to find value, some strategies are quietly continuing to deliver.
Guy Anderson of Mercantile Trust explains where he’s seeing opportunities today – and why investment trusts may still have an edge in uncertain markets.
IS EUROPE QUIETLY BECOMING ONE OF THE MOST ATTRACTIVE INCOME OPPORTUNITIES FOR INVESTORS?
While much of the focus remains on US markets, Europe is offering a very different – and potentially compelling-investment landscape.
In this session, Zenah Shuhaiber and Tim Lewis from J.P. Morgan discuss the European Growth & Income strategy and where they’re finding opportunities today.
AUDITORIUM
EMERGING ASIA: THE GROWTH STORY INVESTORS CAN’T IGNORE
Could Asia be the next major driver of investment returns?
Explore opportunities across one of the world’s fastest-growing regions.
WHERE ARE THE BEST EMERGING MARKET OPPORTUNITIES RIGHT NOW?
Emerging markets can offer huge growth – but where’s best right now?
This session breaks down where investors should be focusing.
MINDING THE GAP: DISCOUNTS, DATA AND DIVERSIFICATION
Are investors overlooking one of the biggest opportunities in today’s market?
Discounts, data and diversification could be the edge you’re missing.
HAVING YOUR CAKE AND EATING IT: INVESTING FOR INCOME AND GROWTH
Hear directly from JP Morgan experts on markets, risks and opportunities.
WHERE BLACKROCK SEES THE BIGGEST OPPORTUNITIES RIGHT NOW
Where are the biggest opportunities in global markets right now?
Hear BlackRock’s latest views on where investors should be looking.
HOW TO GENERATE RELIABLE INCOME FROM BONDS IN 2026
Are bonds finally back as a serious income play?
Discover how investors can generate consistent returns in today’s market.
FOLLOW THE MONEY: THE STRATEGY BEHIND CONSISTENT OUTPERFORMANCE
Should you only invest in the very best companies?
This session breaks down a high-conviction strategy for outperforming markets.
WHY UK SMALLER COMPANIES COULD OUTPERFORM AGAIN
Are UK smaller companies about to outperform?
Explore a part of the market many investors overlook.
INSIDE SCOTTISH MORTGAGE: A DISTINCTIVE DNA
What makes Scottish Mortgage so different?
Discover the strategy behind one of the UK’s most talked-about investment trusts.
PRIVATE EQUITY: THE OPPORTUNITY PUBLIC MARKETS ARE MISSING
With public markets near highs, where should investors look next?
Private equity could offer opportunities many are overlooking.
IS THE TIDE STARTING TO TURN FOR SMALLER COMPANIES?
Could smaller companies be entering a new phase of outperformance?
This session explores a potential turning point for investors. Nish Patel, lead portfolio manager of The Global Smaller Companies Trust explains why smaller companies might be at the start of a new cycle of outperformance over larger companies. He talks about his team’s investment philosophy and where the best opportunities are today.
BUILDING GREAT PRIVATE UK BUSINESSES & GENERATING OUTSIZED RETURNS
Discover how investors are generating outsized returns in overlooked areas. Father and son founders, Paul and Richard Pindar, explain how Literacy Capital plc (ticker: BOOK) has helped to create value from its portfolio. They also discuss why smaller UK private companies, often overlooked by larger private equity investors, are the most attractive for generating outperformance for BOOK’s shareholders.
INSIDE THE MIND OF A FUND MANAGER – MONEY MAKERS LIVE WITH PETER HEWITT
A live recording of Money Makers podcast with host Jonathan Davis and guest Peter Hewitt.
WHY INDIA COULD BE ONE OF THE BIGGEST GROWTH STORIES IN INVESTING
India is becoming impossible for global investors to ignore.
This session explores the opportunities, risks and long-term growth story behind the market.
GALLERY SUITE
HOW TO GENERATE RELIABLE INCOME IN AN UNRELIABLE WORLD
Can investors still generate reliable income in today’s uncertain markets?
This session explores strategies for balancing growth, resilience and income.
FINDING HIDDEN VALUE IN THE MARKET’S “DUSTY CORNERS”
Some of the best opportunities are hidden where few investors look.
This session explores how overlooked companies can create outsized returns.
HOW TO ACCESS GLOBAL GROWTH WITHOUT TAKING EXCESSIVE RISK
Can investors still capture global growth while managing downside risk?
This session explores how to balance opportunity with resilience in today’s markets.
HOW TO BUILD LONG-TERM WEALTH THROUGH GLOBAL INVESTING
In a world of uncertainty, does long-term global investing still work?
Discover the approach behind one of the UK’s longest-running investment trusts.
TIME WELL INVESTED: THE LONG-TERM INVESTING STRATEGY BUILT AROUND COMPOUNDING
What if the biggest edge in investing is simply time?
This session explores a differentiated long-term approach focused on compounding returns.
INVESTING WHERE OTHERS CAN’T: FINDING HIDDEN MARKET OPPORTUNITIES
Some of the best investment opportunities exist where few investors can reach.
This session explores how investing in microcaps can uncover overlooked value.
HOW INVESTORS CAN ACCESS HIGH-GROWTH PRIVATE COMPANIES
Some of the fastest-growing companies never reach the stock market.
This session explores how investors can gain access to private growth businesses.
SHOWCASE STAGE
WHY ORIGIN ENTERPRISES IS POSITIONED FOR THE NEXT PHASE OF AGRICULTURAL GROWTH
What is driving long-term opportunity in agricultural services – and where does Origin Enterprises fit into that picture?
This session explores Origin Enterprises’ role as a leading agri-services group supporting farmers across Europe, and how structural trends like food security, climate pressures, and precision agriculture are shaping its outlook.
WHY KINETIKO ENERGY COULD BE A HIDDEN GAS OPPORTUNITY IN AFRICA’S ENERGY TRANSITION
What makes Kinetiko Energy a company investors shouldn’t overlook in the evolving global energy landscape?
This session explores the growth potential of Kinetiko Energy, an Australian energy company focused on onshore gas development in South Africa, and its role in supporting future regional energy demand.
WHY CORNISH METALS COULD BE A MAJOR UK MINING COMEBACK STORY
Is Cornish Metals one of the most overlooked UK small cap opportunities?
With tin demand rising, this could be a critical story investors can’t ignore.
WHY DEEP LONGEVITY IS POSITIONED FOR THE NEXT PHASE OF AI-DRIVEN HEALTHCARE GROWTH
What is driving long-term opportunity in longevity science and AI-driven healthcare – and where does Deep Longevity fit into that picture?
This session explores Deep Longevity’s role in advancing ageing research through artificial intelligence, and how structural trends like preventative healthcare, biomarker discovery, and personalised medicine are shaping its outlook.
WHY SEED IS POSITIONED FOR THE NEXT PHASE OF ROBOTICS AND AI
What is driving long-term opportunity in robotics and where does SEED fit into that picture?
WHY BRADDA HEAD COULD BE ONE OF THE MOST OVERLOOKED LITHIUM STORIES IN NORTH AMERICA
What makes Bradda Head Lithium an interesting opportunity in the global push for critical minerals?
This session explores Bradda Head’s position in the lithium exploration space and its potential role in supporting long-term battery demand driven by electrification and energy storage trends.
WHY MANX FINANCIAL GROUP IS POSITIONED FOR THE NEXT PHASE OF ALTERNATIVE LENDING GROWTH
What is driving long-term opportunity in alternative finance and SME lending—and where does Manx Financial Group fit into that picture?
This session explores Manx Financial Group’s role in providing flexible financing solutions to small and medium-sized businesses, and how structural trends like digital lending, reduced bank appetite for SME credit, and evolving regulation are shaping its outlook.
WHY AGRONOMICS COULD BE A BREAKOUT GROWTH STOCK IN CULTIVATED MEAT
Is Agronomics Limited one of the most overlooked ways to invest in the future of food?
With cultivated meat and cellular agriculture gaining momentum, investors are starting to explore this emerging sector.
WHY THE GYM GROUP COULD BE A SIGNIFICANT UK GROWTH STOCK
Is The Gym Group one of the UK market’s most overlooked growth stories?
With rising demand for low-cost fitness, investors are starting to pay attention.
AQUIS: HOW CAN UK GROWTH COMPANIES ATTRACT INVESTORS AND THRIVE IN TODAY’S PUBLIC MARKETS?
This expert panel explores the evolving landscape for small caps, investor engagement, and the opportunities emerging across the Aquis market ecosystem.
WHY BUILT CYBERNETICS COULD BE A MAJOR AI & ROBOTICS GROWTH STORY
Is Built Cybernetics positioned to capitalise on the next wave of AI and robotics innovation?
As automation accelerates across industries, investors are increasingly looking at companies building real-world AI applications.
WHY COMPEDICA IS POSITIONED FOR THE NEXT PHASE OF DIGITAL HEALTHCARE GROWTH
What is driving long-term opportunity in digital healthcare and diagnostics – and where does Compedica fit into that picture?
This session explores Compedica’s role in advancing sleep diagnostics through innovative technology, and how structural trends like preventative healthcare, remote monitoring, and data-driven medicine are shaping its outlook.
WHY CHAPEL DOWN COULD DISRUPT CHAMPAGNE
Can Chapel Down really take on Champagne—and win?
This UK small cap is positioning itself at the centre of a fast-growing global trend.
WHY CLEAN FOOD GROUP IS POSITIONED FOR THE NEXT PHASE OF SUSTAINABLE FOOD INNOVATION
What is driving the next wave of innovation in sustainable food – and where does Clean Food Group fit into that future?
This session explores Clean Food Group’s role in transforming how food ingredients are produced, using biotechnology to create sustainable, scalable alternatives to traditional food inputs. As pressures around food security, climate change, and resource efficiency intensify, new production methods are becoming critical to the future of the global food system.
THOUGHT LEADERSHIP STAGE
WHY INVESTORS ARE BUYING PHYSICAL GOLD & SILVER AGAIN IN 2026
Markets remain volatile, inflation risks haven’t disappeared, and investors are once again turning to physical gold and silver for wealth protection.
In this session, Solomon Global’s Paul Williams explains why precious metals are back in focus for investors in 2026.
GOLD MARKET ANALYSIS AND FORECASTS
Markets remain volatile, inflation risks haven’t disappeared, and investors are once again turning to physical gold and silver for wealth protection.
HOW TO INVEST AND TRADE WITH SAXO UK: A SIMPLE GUIDE FOR INVESTORS
Access to global markets has never been easier, but choosing the right platform matters.
In this short introduction, Saxo UK explains how investors can trade and invest across a wide range of asset classes using their platform.
WHY FINE WINE IS BECOMING A SERIOUS INVESTMENT ASSET IN 2026
As investors look beyond traditional markets, fine wine is gaining attention as an alternative asset with long-term appeal.
In this session, Moncharm Wine Traders explores the opportunities, risks, and market trends shaping wine investment in 2026.
ICE FUTURES EUROPE EXPLAINED: HOW FUTURES MARKETS FIT INTO YOUR PORTFOLIO
Futures markets play a critical role in global finance, helping investors manage risk, hedge exposure, and gain access to key asset classes.
In this session, ICE Futures Europe breaks down the fundamentals and how futures can be used within a broader investment portfolio.
WHY COMPETITIVE SOCIALISING IS BOOMING: THE RISE OF EXPERIENCE-LED HOSPITALITY
A new wave of hospitality is emerging—where experience matters as much as food and drink.
Competitive socialising venues like Rumble Rooms are scaling rapidly as consumers shift spending toward immersive leisure experiences.
WHY INVESTORS ARE TURNING TO COLLECTIBLES AND HARD ASSETS IN 2026
As markets remain uncertain, investors are increasingly exploring hard assets and collectibles as alternative stores of value.
In this session, Paul Fraser Collectibles discusses why rare assets are attracting attention in today’s fragile global environment.
WHY INVESTORS ARE WATCHING METALS CLOSELY IN 2026
Critical metals are becoming central to the global energy transition, with demand driven by electrification, batteries, and infrastructure growth.
In this session, Power Metallic explores where the next opportunities may lie in the metals and mining sector.
AHEAD OF THE MARKET: HOW PISCES IS OPENING UP EARLY INVESTMENT OPPORTUNITIES
Could PISCES transform how investors access private company opportunities before traditional public listings?
This panel explores how the new framework could open up earlier-stage investment access, improve liquidity, and reshape the future of UK capital markets.
