Global Equity Masterclass | December 2025
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Learning: Structured
What’s next for global equities as we move towards 2026? Our panel of experts confronts concentration risk and the future of high-flying tech. They explore valuation discipline, blend active and passive strategies, and seize contrarian opportunities in Europe, the UK, and emerging markets.
Speakers:
- Bertrand Cliquet, Managing Director, Portfolio Manager of the Lazard Global Equity Franchise Strategy, Lazard Asset Management
- Samantha Dovey, Group Head of Fund Research, Titan Wealth
- Nick Stanhope, Senior Portfolio Manager, Morningstar Wealth
- Ziad Gergi, Head of the Multi-Manager Funds, Hargreaves Lansdown
Learning Outcomes:
- Style bias as a source of risk, return and diversification in client portfolios
- How to judge certainty of future earnings at stock level
- Maintaining valuation discipline in an era of big tech and AI
