Global Outlook | Masterclass with Robert Peston

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  • 41 mins 09 secs

Serious economists are predicting we’re heading into worse conditions, yet paradoxically the Fed and ECB are looking toward QE tightening. A panel of experts led by ITV political editor Robert Peston discusses the messy global economy, with tremendous uncertainty in the UK and enormous controversy surrounding the impact of complicated Brexit negotiations.

Taking part in the discussion are:

  • Sheldon MacDonald, Deputy CIO, Architas
  • Marcus Morris-Eyton, CFA, Portfolio Manager, Allianz European Equity Growth, Allianz Global Investors
  • Salman Ahmed, Chief Investment Strategist, Lombard Odier

Learning outcomes:

  1. From quantitative easing to tightening - what are the implications for investors?
  2. Are there any asset classes that look good value?
  3. Is now the time to back active or passive managers?


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