UK Equities Masterclass | July 2020

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  • 40 mins 51 secs

The economy has taken its biggest hit since the 1920’s but the FTSE is still up by 6,000, is this a disconnect? On the panel to discuss:

  • Ciaran Mallon, Fund Manager, UK Equities, Invesco
  • Dominic Weller, Fund Manager, Quoted Smaller Companies, Octopus Investments
  • Barry Cowen, Senior Fund Manager, Fund Solutions, Sanlam Investments
  • Jean Roche, Co-Fund Manager, UK Mid Cap Fund, Schroders

Learning outcomes:

  1. The relative merits of the UK vs other equity markets in 2020
  2. How UK managers are positioning their portfolios in light of COVID-19
  3. What companies are doing to ensure balance sheet strength for 2021