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Tailwinds: Imagine a strong wind pushing a sailboat from behind. This favorable wind is a tailwind. In the world of finance, tailwinds refer to external factors or conditions that boost the performance of equities and contribute to a positive environment.

Headwinds: Now picture a sailboat facing strong winds coming directly at it. These challenging winds represent headwinds. In finance, headwinds are external factors that pose obstacles or risks to equity performance.

Balancing Act: Companies often discuss headwinds more than tailwinds, even when overall market conditions are favorable. They tend to attribute poor performance to external events but may not credit tailwinds for their successes. However, research shows that emphasizing headwinds or tailwinds in investor communications doesn’t significantly impact stock performance. What matters more is understanding the unique value drivers of the company.  So, while headwinds exist, recognising and leveraging tailwinds can create a more positive environment for equities.

Remember, just as a sailboat needs both tailwinds and headwinds to navigate, equities thrive when companies adapt to both challenges and opportunities. Daniel will deep dive into the statement and Dean will apply it to our portfolio construction process.


  • 08:30 - 09:00

    Meet the team and enjoy a breakfast roll

  • 09:00 - 09:05

    Welcome, Linda Power, Director, Relationship Manager, Evelyn Partners International Limited

  • 09:05 - 09:45

    Investment Outlook, Daniel Casali CFA, Chief Investment Strategist, Evelyn Partners Investment Management LLP

  • 09:45 - 09:55

    Portfolio Construction, Dean Layzell, Investment Manager, Evelyn Partners International Limited

  • 09:55-10:00


Time & Location

Pomme d'Or Hotel, Liberation Square, Jersey, JE1 3UF

Liberation Square, St Helier, Jersey JE1 3UF, JERSEY
08:30 - 10:00 GMT

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