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Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.
European Equities Masterclass | July 2025
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Learning: Structured
Is now the right time to buy Europe with valuations cheap and corporate growth prospects on the up? Join our Masterclass to see how active fund managers are picking stocks against a backdrop of human conflict, market volatility and Trump's tariffs. Discover why mid-caps are back and how previously unloved sectors like defence, materials, and chemicals are making a comeback.
Speakers:
- Mark Preskett, Senior Investment Consultant & Portfolio Manager, Morningstar
- Tom O'Hara, Investment Director, GAM Investments
- Marcus Morris-Eyton, Portfolio Manager European and Global Growth Equities, AllianceBernstein
- Bhavneet Ahluwalia, Investment Specialist, M&G Investments
Learning outcomes
- Why is the valuation gap between US and European equities so wide, and will it narrow?
- Which European corporates are global leaders?
- Are investors banking too much on higher European defence spending?
