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Masterclass

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Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.

Accessing this channel requires consent to share your details and viewing activity with sponsors.

Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.

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Multi-Asset Masterclass | December 2025

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Learning: Structured

Join our panel of experts as they address market extremes and concentration risk. They detail how they recalibrate multi-asset portfolios, leveraging alternatives, strategic hedging, and government bonds. 

Speakers:

  • Caroline Shaw, Portfolio Manager, Fidelity International
  • Paul Flood, Head of Multi-Asset, BNY Investments Newton
  • James Mee, Co‑Head of Multi‑Asset, W1M
  • Madison McCall, Investment Product Manager, Vanguard

Learning Outcomes:

  • Managing concentration risk in asset allocation and stock selection
  • The role of alternatives in multi-asset portfolios
  • How to build robust and sustainable income streams for investors