17 DECEMBER 2025
In the final instalment of our Portfolio Deep Dives for 2025, Roger and Paul reflect on how we have managed the portfolio across the various mandates throughout the year. They also share their initial thoughts as we begin to frame the outlook for 2026.
It was filmed on 9th December 2025.
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Key trends in portfolio management
Is India Leaving the “Fragile EM” Era Behind?
Discussion on the unrest in the Middle East
