UK Equities | Masterclass

In this Masterclass on UK Equities a panel of experts discuss the current valuation of the UK market and how structural transitory inflation could affect price increases.

  • George Luckraft, Senior Portfolio Manager, AXA Investment Managers
  • Fred Mahon, Fund Manager, Church House Investors
  • Richard Marwood, Senior Fund Manager, Royal London Asset Management

Learning outcomes:

  1. Whether UK inflation is transitory or structural and the investment implications of each scenario
  2. How managers distinguish between a good company and a good investment
  3. The outlook and sustainability of UK dividends

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  • 45 mins 55 secs