Investment Trust | Masterclass

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  • 45 mins 41 secs

In this Masterclass, experts discuss the economic and political backdrop, the high street and retail market sectors, gearing, and their post-Brexit outlook for the next 5 years. On the panel are:

  • Simon Gergel, Portfolio Manager, The Merchants Trust, Allianz Global Investors
  • Philip Matthews, Fund Manager, Schroder UK Growth Fund plc, Schroders
  • James Henderson, Director of UK Investment Trusts, Janus Henderson Investors

Learning outcomes:

  1. The economic backdrop and its implications for equity valuations
  2. The difference between a value investment and a value trap
  3. The outlook for the financials sector


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