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US economy outlook and smaller companies | Masterclass

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Learning: Structured

Is a recession on the cards, what impact is a run on regional banks having on American businesses and how sound are corporate balance sheets? Taking part in this debate sponsored by First Eagle Investments are:

 

  • Bill Hench, Head of Small Cap Team, Portfolio Manager, First Eagle Investments
  • Ben Gutteridge, Portfolio Manager, Multi-Asset Strategies division, Invesco
  • Richard Rainback, Global Head of Fund Research, EFG
  • Wayne Nutland, Fund Manager, Premier Miton Investors

Learning Outcomes:

  • The resilience of smaller companies in an economic downturn
  • How vulnerable are US corporates to run on regional banks?
  • Does the small cap effect exist in a world dominated by mega caps?