Paul and Roger on geopolitical risks, market opportunities and how portfolios are positioned ahead
Discussion on the unrest in the Middle East
Peter and Roger assess how the Iran conflict could affect the world economy and markets,…
Roger and Paul review 2025 portfolio management across mandates and outline their early views on…
Roger and Peter debate whether US stocks are entering bubble territory
Paul and Roger review portfolio winners, laggards and how long the bull market may last
Roger and Peter examine politics, a possible 2021‑style inflation rerun and signs of a cycle…
How Bentley Reid rebalanced in April 2025, managing volatility and positioning in themes and alternatives
