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.
UK Equities Fund Selector Masterclass | November 2025
|
Learning: Structured
Leading investors are actively driving the UK equity narrative change. They challenge negative sentiment by analysing the Budget and highlighting easing fiscal headwinds. Spotting outsized return potential in mid and small caps due to resilient earnings and historic low valuations, they are now decisively tilting portfolios toward Britain.
Fund Selector:
- Kamal Warraich, Head of Fund Selection, Canaccord Wealth
Speakers:
- Ben Russon, Co-Head of UK Equities, Portfolio Manager, ClearBridge Investments
- Josh McCathie, Fund Manager, Downing
- Richard Knight, Portfolio Manager, Allianz Global Investors
Learning Outcomes:
- What does the Budget mean to UK equities?
- Is appetite returning to an unloved asset class?
- The different nuances in portfolios when approaching the UK market
