ELMRI Investment Insights July 2025:
Strategies for Navigating Economic and Geopolitical Uncertainty
Date: Thursday 24 July, 2025
Time: 12.30 pm - 2.00 pm
Location: Level 2, 161 Collins Street Melbourne VIC 3000
RSVP: Friday 18 July, 2025
About the event:
Global markets have navigated a series of significant challenges in recent months, as escalating geopolitical tensions converge with ongoing macroeconomic uncertainty and rapidly evolving trade dynamics.
In the face of ongoing uncertainty, how can investors build portfolios that balance resilience with long-term growth potential?
We are delighted to invite you to an exclusive ELMRI lunch, where we will provide insights into the current macroeconomic climate and explore why our portfolio companies are well-positioned to deliver strong performance in the years ahead.
Key Discussion Topics:
Navigating Market Volatility:
An overview of recent economic trends, including inflation, trade policy impacts, and the effects of ongoing geopolitical tensions.
Why we believe it is prudent to avoid reactionary moves into sectors like oil, despite recent price surges, and how we’re identifying opportunities in this uncertain environment.
Our Key Holdings:
A look at the advancements and progress being made by our portfolio companies, and why their innovative approaches position them for sustained leadership in a competitive market.
Building Resilience Through Innovation:
How leveraging innovation and diversification can help investors weather periods of volatility and capitalise on emerging opportunities.
This session will provide valuable insights into how we leverage innovation to navigate market volatility and build a resilient portfolio focused on long-term growth.
Please note that spaces are limited, so we encourage you to reserve your place early.