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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Business confidence and investing in a rising interest rate environment – the theory and the practice

Date: 22 September 2015 07:45 for 08:00

Type: ICAEW Governance and Research, Social and Networking

Organiser: ICAEW

Business confidence is a key issue for business leaders. This briefing will look at the latest findings from the ICAEW/Grant Thornton UK Business Confidence Monitor Survey and Rathbones’ analysis on the current economic environment will provide you with a fascinating insight into what strategy one might wish to adopt when investing in a rising interest rate environment and how in reality this translates into a portfolio.

Business confidence – Keith Proudfoot, ICAEW Regional Director  

The ICAEW/Grant Thornton UK Business Confidence Monitor (BCM) gives a quarterly snapshot of the state of the economy and provides a useful predictor of economic change.  Keith will look at the latest survey results from ICAEW members working in business across Northern region and the UK, review the findings and discuss the likely prospects for business in northern and the rest of the UK in the coming months.

Investing in a rising interest rate environment – the theory and the practice (David Coombs and Nick Swales)

David and Nick will give a detailed discussion on the current economic environment drilling down into which areas of the globe are pulling ahead and which are potentially falling behind. They will also talk about how interest rates and inflation-deflation might well cause a speed bump due to the affects of unemployment, wage growth, interest rates and house prices. They will then look at how this converts into possible strategies, if you’re choosing to invest within this type of environment, before finally revealing how this can all be pulled together to create a portfolio.

Breakfast and networking will be available from 07:45 in the café area, the briefing will start 08:00hrs in a private cinema area upstairs. 

Please advise when booking if you have any special dietary requirements.

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Tyneside Cinema Cafe

10 - 12 Pilgrim Street
Newcastle upon Tyne

Tel No: 0191 227 5522


Keith Proudfoot

Keith Proudfoot

Organisation: ICAEW

Position: Regional Director, Northern and Scotland

Keith Proudfoot was the first Regional Director for the then 3000 members of the ICAEW in the northern region from 2001 to 2017 and from 2002 also for the 1400+ members in Scotland.

Now holding a number of unpaid non-exec roles with charities and NFPs, Keith has an extensive business support network.  He has continued to be involved with ICAEW members in the Northern region in a voluntary capacity.

Nick Swales – Regional Director, Rathbones

Nick started his career at Wise Speke, however, before joining Rathbones, he spent eight years at UBS where he became an executive director and head of the Newcastle office. Nick has significant experience in managing private client, trust, offshore, pension fund and charity portfolios.

As well as gaining a degree from Newcastle University Nick holds the CISI Diploma and is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).

Nick has significant experience in helping charities. He is chairman of the Percy Hedley Foundation, a large charity in the North East of England providing educational, vocational and residential care opportunities for disabled people; a trustee of both the Newcastle University Retirement Benefit Fund and the University’s Development Trust; and a board member of CISI. Email: Nick Swales or Tel: +44 (0) 191 255 1442.

How to book

The easiest way to book is online by clicking the button to Book Online at icaew.com – you will be able to log into your account at icaew.com and pay with your debit or credit card.

You can also telephone the ICAEW central events booking team on 01908 248159 and pay over the phone.

Alternatively you can download a booking form or book by email.