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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

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Learning: Structured

There's plenty of doom and gloom in the markets but what does that mean if you are invested in multi-asset funds? Have they got the flexibility and the know-how to avoid the downsides and risks, but still give exposure to the rewards? Joining on the panel to discuss are:

  • James Mahon, CIO, Church House Investment Management
  • Caroline Shaw, Portfolio Manager, Fidelity International
  • David Coombs, Head of Multi-Asset, Rathbones
  • Lucy Haddow, Client Service Director, Baillie Gifford Managed Fund

Learning outcomes:

  1. How multi-asset managers position portfolios in the face of inflation
  2. The future of the 60:40 traditional balanced fund
  3. Style bias and its impact on returns