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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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Robert Peston Global Investment Outlook Masterclass | September 2025

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Learning: Structured

Stubborn inflation, shaky central banks and a debt drama script no one expected; are global markets marching into uncharted waters? Join Robert Peston and his panel of experts to find out more. 

Speakers: 

  • Ron Temple, Chief Market Strategist, Lazard Asset Management
  • Julie Dickson, Investment Director, Capital Group
  • Michael Browne, Global Investment Strategist, Franklin Templeton
  • Mike Bell, Independent Macro Investment Strategist

Learning outcomes 

  • Why the US equity bull market could have longer to run
  • The durability of AI and how to think through the investment case
  • The future direction of US rates and the global implications