Learning: Structured

In this Masterclass, we bring together fund selectors and fund managers to discuss their outlook for global equities, how strategies are adapting to rising rates and inflation, and where opportunities can be found in global businesses. Taking part are:

• Michael Paul, Head of Equity Funds at RBC Brewin Dolphin
• Mikhail Zverev, Fund Manager / TB Amati Strategic Innovation Fund at Amati Global Investors
• Alex Illingworth, Global Select Strategy at Artemis Funds
• Steve Wreford, Portfolio Manager/Analyst on the Global Thematic Equity team at Lazard Asset Management

Learning outcomes:

1. The impact of the macroeconomic backdrop on stock specific return
2. The advantages of having a global mandate in times of uncertainty
3. The role of investment themes within global equity mandates