2026 Investment Outlook Masterclass with Robert Peston
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Learning: Structured
In this special Masterclass with Robert Peston, our experts analyse Washington and Westminster shocks rewriting the investment playbook. They reveal the 2025 budget's impact on gilts and UK equities. They also address the AI cycle, identifying forward value in bonds, financials, and overlooked Asia tech.
Speakers:
- Rupert Harrison, UK Senior Advisor, PIMCO
- Stephen Jones, CIO, Aegon Asset Management
- Dr Michael Heldmann, CIO, Equities, Allianz Global Investors
Learning Outcomes:
- The long-term implications of the November 2025 Budget
- The outlook for gilts
- AI: Is it in bubble territory?
