Learning: Structured

In this Masterclass on UK Equities a panel of experts discuss the current valuation of the UK market and how structural transitory inflation could affect price increases.

• George Luckraft, Senior Portfolio Manager, AXA Investment Managers
• Fred Mahon, Fund Manager, Church House Investors
• Richard Marwood, Senior Fund Manager, Royal London Asset Management

Learning outcomes:

1. Whether UK inflation is transitory or structural and the investment implications of each scenario
2. How managers distinguish between a good company and a good investment
3. The outlook and sustainability of UK dividends