Masterclass

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.

View our upcoming Masterclass calendar → 

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.

View our upcoming Masterclass calendar → 

Sign in to your account

Don't have an account? Register here
Sign in

US Equities Fund Selector Masterclass | March 2025

|

Login to add to a Playlist

Learning: Structured

Join Mark Colegate and an expert panel as they delve into the outlook for US equities amid turbulent times.

Fund Selector: Jake Moeller, Square Mile Research

Speakers:

  • Jyotsana Wadera, Senior Client Portfolio Manager, Putnam Investments (A Franklin Templeton Company)
  • Olivia Micklem, Fund Manager, US Smaller Companies Fund, Artemis Investment Management

Learning outcomes:

  1. How fund managers consider political risk in stock selection
  2. The small cap effect and US equities
  3. AI and digital infrastructure, charting the next stage of development

Tags

People

Asset Class

Companies

Artemis Investment Management
Franklin Templeton
 Visit Website
Putnam Investments LLC
Square Mile Investment Consulting & Research