We are delighted to confirm the details of the Polar Capital Investor Conference 2027.
Since we last gathered, the picture has grown more complex. To last year's tariffs, geopolitical uncertainty and shifting regulation, we can now add persistent inflation, higher interest rates and no clear end to the conflicts in Ukraine or the Middle East.
Yet corporate earnings remain strong, equity markets continue to reach new highs and AI's transformation of the economy shows little sign of slowing. There are pockets of strength beyond the largest US names pointing to a broadening opportunity set for those willing to look beyond the obvious.
As this illustrates, markets rarely stand still, and our investment teams face the same shifting landscape as you, with the same goal: to strengthen portfolio outcomes. Throughout the Conference, we will examine the themes shaping global markets, the strategies that can support you and your clients' portfolios, and our teams' views on the opportunities and risks ahead.
As always, discussion and debate sit at the heart of the day, with smaller interactive groups enabling deeper conversation across asset classes and geographies, in a schedule designed with you in mind.
The Conference will once again take place at The May Fair Hotel, London, on Tuesday 23 February 2027. We look forward to welcoming you to what promises to be a stimulating and thought-provoking day.
Register now
| 12:00 - 12:55 | Registration and Networking Lunch |
|---|---|
| 13:00 - 13:05 | Welcome Remarks |
| 13:05 - 13:30 |
Elevator Pitches |
| 13:35 - 15:15 | Breakout Sessions |
| 15:15 - 15:35 | Coffee Break |
| 15:40 - 16:45 | Breakout Sessions |
| 16:50 - 17:35 | Keynote Speaker |
| 17:35 - 17:40 | Closing Remarks |
| 17:40 - 19:00 | Drinks Reception |
Beyond technology: finding the global winners from AI
Why the emerging markets inflection is already here
Building dividend castles from quality rubble
Financials are back so where are the best opportunities now?
Providing steady returns with low volatility
Beyond traditional convertible arbitrage: a strategy that has never had a loss-making year 1
Record issuance and opportunity: the renaissance continues
Product innovation and development delivering attractive, durable returns
Defensive strength still compounding through the cycle
Value finally being unlocked in Japan
Compounding comes in many forms
Investing in the electricity megacycle – where AI, grids and electrification converge
Cognitive abundance in the agentic era
Broader earnings growth beneath the headline numbers
1. Since inception (31/12/2018), the USD I Acc Share Class has delivered positive returns each calendar year. Past performance is not indicative or a guarantee of future returns.
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The May Fair Hotel
Stratton Street
London
W1J 8LT
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