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US Equities Fund Selector Masterclass | March 2025

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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