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Geopolitical Portfolio View

Paul and Roger on geopolitical risks, market opportunities and how portfolios are positioned ahead

Fragile EM No More?

Is India Leaving the “Fragile EM” Era Behind?

Citywire's The Wealth Show podcast

Discussion on the unrest in the Middle East

Rebase and Rerate?

India’s Growth Story Enters a New Phase

Iran Conflict And Global Markets

Peter and Roger assess how the Iran conflict could affect the world economy and markets,…

Navigating Volatility

Geopolitics, valuations and AI disruption test investors, so Bentley Reid stresses a disciplined, long‑term approach

A Worthwhile Premium?

India’s Valuation Premium: Setback or Opportunity?

Elevated Energy?

Energy Prices Lag the Commodity Rally - Risks are Building