Global Outlook Masterclass | Hosted by Robert Peston - May 2019

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  • 40 mins 05 secs

There's a bit of a fog around the global outlook; similar to the United Kingdom. After expecting a slowdown, data for China, Europe and the US has shown stronger growth. So what is causing this and what is the best way to use the opportunities and the risks? Taking part on the panel are:

  • Steven Bell, Chief Economist, BMO Global Asset Management
  • John Stopford, Portfolio Manager of Investec Diversified Income Fund, Investec Asset Management
  • Stefan Isaacs, Deputy Head of Wholesale Fixed Income, M&G Investments
  • Melanie Baker, Senior Economist, Royal London Asset Management

Learning outcomes:

  1. The outlook for the global economy and where we are in the cycle
  2. The state of US-China trade relations and their implications for investors
  3. Valuations in global equity and bond markets

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