Geopolitics is becoming a major driver of capital markets, with defence spending, energy security and resource independence moving up the political agenda. This seminar will look at how investors can assess defence companies, what drives returns in the sector, and why commodities such as uranium, copper and gold are increasingly tied to themes of security, resilience and strategic autonomy.

Speaker: Tom Bailey, Head of Research, HANetf

Speaker: Russ Mould, Investment Director, AJ Bell

Chaired by: Glen Goodman
Panel: Ignacio Aguirre, Global CMO, Bitget

Will the UK stockmarket outperform in 2027? With a wide range of factors to consider, come and join the panel as they debate the likely outcomes for UK equities in 2027. Which sectors are likely to show the biggest gains? Where is the value to be found? How much confidence is in the market? A chance to hear the views of the panel members, as they share their thoughts and opinions. Questions are invited from the audience.

Chaired by James Baxter-Derrington (The Telegraph) with Holly Mead (Financial Journalist)

Over the next decade, an estimated £300 billion will transfer between generations in the UK. Whether you're passing wealth on, receiving it, or helping clients navigate it — the implications for your financial planning are profound. At the London Investor Show on Friday 30th October 2026, the panel session "The Great Wealth Transfer" brings together leading experts to explore what this shift means for inheritance, tax planning and estate strategy. Which asset classes and sectors are best positioned to benefit? How to structure your portfolio to protect and pass on wealth effectively. The conversations you need to be having with your family — and your adviser — now.

Chaired by James Baxter-Derrington (The Telegraph) with Holly Mead (Financial Journalist)

Chaired by Andrew van Sickle, editor of MoneyWeek