Upcoming Events
- Live EventLive GEM Masterclass
Join us live for this Masterclass where a panel of experts from M&G Investments, BlackRock, and GQG Partners will discuss the current market environment and the opportunities in the sector.
Learning outcomes:
- How the opportunity set varies between emerging and frontier markets
- China’s current and future influence on the emerging market equity returns
- Political risk and its impact on valuations
Speakers:
- Michael Bourke, Portfolio Manager & Head of GEM Equities, M&G Investments
- Chulantha De Silva, Client Portfolio Manager, GQG Partners
- Emily Fletcher, Portfolio Manager, BlackRock Frontier Investment Trust plc.
- Live EventUS Equities Fund Selector Masterclass
The US equity market has left the UK behind in recent years but can it continue its run? On the plus side it is a centre of innovation and development from technology to AI and the Inflation Reduction Act has given the economy a boost. But there are clouds on the horizon: from the political risk of an election year to tensions with China. What’s the opportunity set for UK investors and what sort of exposure to North American equities should they have at this point in the cycle?
Join us for a live Masterclass with:
Fund selector: Paul O’Neill, Chief Investment Officer, Bentley ReidIndustry experts:
- Mark Sherlock, Head of US Equities, Lead Portfolio Manager, Federated Hermes
- Francis Radano, Senior Investment Manager, abrdn