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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.
Robert Peston Global Investment Outlook Masterclass | March 2026
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Learning: Structured
Geopolitics, commodity shocks, and the relentless march of AI collide to create the most unpredictable market backdrop in recent memory. Robert Peston and a panel of experts dissect the hard-to-call outlook for oil and its inflationary ripples while exploring why private credit’s pain signals a much wider asset allocation rethink. They evaluate whether the US dollar’s ‘exorbitant privilege’ still holds in a new age of risk and identify how AI shakes up the winners and losers across credit and equity markets.
Speakers:
- Julien Dauchez, Head of Client Solutions, Natixis Investment Managers
- Michael Krautzberger, CIO Public Markets, Allianz Global Investors
- Rupert Harrison, UK Senior Advisor, PIMCO
Learning Outcomes:
- How geopolitical risk is shaping the economic and investment outlook for 2026
- Portfolio diversification in uncertain times
- How the AI disruption trade is affecting equity, bond and private markets
