Explore the key forces shaping today’s equity markets, from evolving market leadership and style rotation to shifting regional dynamics and valuation trends. This session offers a thoughtful perspective on earnings resilience, macro influences, and the role equities continue to play within diversified portfolios in an increasingly complex investment environment.
EQUITIES MASTERCLASS LUNCH
Professional Investor Forum
2nd June 2026 | One Aldwych | London
Explore the key forces shaping today’s equity markets, from evolving market leadership and style rotation to shifting regional dynamics and valuation trends. This session offers a thoughtful perspective on earnings resilience, macro influences, and the role equities continue to play within diversified portfolios in an increasingly complex investment environment.
OUTLOOK ON EQUITIES
RUSSELL HARROP
Head of Equities
LGT Wealth Management
Equities Investment Strategy
OLEG KAPINOS
Product Specialist
Asset Management One
Theme:
Japan Research Value Plus Strategy
Oleg is a seasoned investment professional with two decades of experience focused on Japanese and broader Asian markets. Based in London, he currently combines his role as Product Specialist with leading Global Distribution Strategy ex Japan at Asset Management One. Prior to this, he was a Senior Product Specialist at Tokio Marine Asset Management in London and held multiple roles within the financial industry in Tokyo. His professional expertise includes Japanese equities, alternative investments, and cross border business development bridging Eastern and Western markets. Oleg is a Hitotsubashi University graduate, holds the CAIA charter, and is fluent in Japanese.
ANDREW YE
Investment Strategist
Global X ETFs
Theme:
Unlocking the U.S. and European Infrastructure Development Opportunity
Andrew is an Investment Strategist at Global X ETFs, covering Thematics. Prior to joining Global X, Andrew was most recently at Shaw and Partners, an Australian wealth management firm owned by EFG International, where he was an Investment Analyst for 3.5 years. He performed security selection, asset allocation and manager selection as part of the SMA Investment team, which managed more than A$2 billion in AUM. Prior to that, Andrew began his career as an analyst at Goldman Sachs in Sydney. He graduated with Bachelor of Commerce/Bachelor of Laws degrees from the University of New South Wales and is a CFA Charterholder.
EVENT SPONSOR
EVENT LOCATION
One Aldwych
2nd June 2026