Value Investing | Masterclass

What are the lessons learnt from 2022 and what can we expect to come in the months ahead and into 2023? Three experts join us for the final Masterclass of the year:

• Suhail Shaikh, CIO, Fulcrum Asset Management
• Tom Carroll, CIO, Rathbone Unit Trust Management
• Gillian Hepburn, Head of UK Intermediary Solutions, Schroders

Learning outcomes:

1. Threats and opportunities...

It's been a bumpy year for the real estate sector but is value now emerging and what is the outlook for the year ahead? Two experts join us to discuss:

• Stephen Hayes, Head of Global Property Securities, First Sentier Investors
• Matthew Norris, Director of Real Estate Securities, Gravis Advisory

Learning outcomes:

1. The outlook for the real estate sector in 2023 and beyond...

There's been a lot going on in the world of pensions, policies and investment markets. Following on from the Autumn statement, what does the future of retirement income look like? Baroness Ros Altmann hosts this Masterclass and is joined by:

• Alastair Black, Head of Industry Change, abrdn
• Jan Oliver, Partner – Income Strategies, Baillie Gifford
• Jamie Jenkins, Director of Policy and External Affairs, Royal...

With interest rates and bond yields on the way up, what does it mean for asset allocators and the expected risks and returns from the world's various markets? Two expert Fund Managers join us to discuss:

• David Coombs, Head of Multi-Asset Investments, Rathbone Funds
• Tara Jameson, Multi-Asset Fund Manager, Schroders

Learning outcomes:

1. The impact of higher US interest rates...

It's been a tough year for investors; yields may be up but prices are down. What does that represent today: value or a trap? Discussing in this Masterclass are:

• Nick Hayes, Manager, AXA Global Strategic Bond Fund, AXA Investment Managers
• Flavio Carpenzano, Investment Director, Capital Group
• Mohammed Kazmi, Portfolio Manager and Chief Strategist, UBP

1. The impact of inflation on real...

What does consumer duty mean to adviser firms, relations with clients, and product providers. To discuss in this Masterclass we are joined by:

• Steven Cameron, Pensions Director, Aegon
• Alistair McQueen, Head of Savings...

There's plenty of doom and gloom in the markets but what does that mean if you are invested in multi-asset funds? Have they got the flexibility and the know-how to avoid the downsides and risks, but still give exposure to the rewards? Joining on the panel to discuss are:

• James Mahon, CIO, Church House Investment Management
• Caroline Shaw, Portfolio Manager, Fidelity International
• David Coombs, Head of Multi-...

What are the current movements in the UK equity market and how are fund managers positioning their portfolios accordingly? In this Masterclass we are joined by 3 experts:

• Richard Knight, Portfolio Manager, Allianz Global Investors
• Fred Mahon, Fund Manager, Church House
• Alexandra Jackson, UK Opportunities Fund Manager, Rathbones

Learning outcomes:

1. The impact of...

The death of Queen Elizabeth II, the war in Ukraine and soaring inflation have created an interesting economic landscape to say the least. What is the outlook for the global economy and markets? Discussing in this Masterclass, hosted by Robert Peston, are:

• Fabiana Fedeli, CIO Equities and Multi Asset, M...

What does 'sustainable' mean to your clients and how do you know you're doing the right thing for them? An expert panel join us to discuss:

• Shane O’Brien, Head of Multi-Asset...

In this Masterclass three experts join us to discuss the transitory factors that may be affecting inflation, their views on the current labour market and current growth opportunities in the market. Taking part are:

• Anthony McDonald, Senior Investment Manager, Aegon UK
• Trevor Greetham, Head of Multi Asset, Royal London Asset Management
• Alex Funk, Chief Investment Officer, Schroder Investment Solutions
...

In this Retirement Income Masterclass, four experts join us to discuss the Cost of Living Crisis, Central Banks, Cash Flow Modelling and the Pensions Gender Gap:

• Jamie Jenkins, Director of Policy and External Affairs, Royal London
• Cecilia Furner, Strategic Partnerships Director, Legal...