Fearing the next tweet—bottom-up investing in a world of Presidential whim

In an age where a single tweet can jolt global markets, how do bottom-up investors stay focused on fundamentals? From sudden policy U-turns to viral headlines, political volatility is increasingly hijacking long-term investment narratives, challenging analysts, fund managers, and researchers alike.

Join our expert panel as they explore how investors can maintain conviction in an unpredictable world. We'll unpack how geopolitical noise distorts stock-level decisions, what tools professionals are using to navigate the chaos, and whether “macro literacy” is now essential for even the most company-focused investors.

Agenda

This event forms part of University of Edinburgh Business School’s ‘Business Series’ a programme of public, in-person events which bring together practitioners, staff, students and members of the Edinburgh business community around a shared topic of interest.”