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Category: Market Commentary

Politics, Inflation And The Cycle

Roger and Peter examine politics, a possible 2021‑style inflation rerun and signs of a cycle…

How We Navigated The April 2025 Sell‑Off

How Bentley Reid rebalanced in April 2025, managing volatility and positioning in themes and alternatives

Resilient Markets And The Treasury Test

Market resilience and V‑shaped rebounds, with US Treasuries likely steering asset class paths in H2…

Non-US Equity Gains

Roger and Paul on non‑US equity gains, a non‑crash tariff sell‑off and the ongoing Debt…

Non-US Leadership And The Debt Supercycle

Roger and Peter on non‑US equity strength, a non‑crash sell‑off and the guiding Debt Supercycle

Quarterly Q&A Q4 2024

Damian and CIO Paul O’Neill review 2024 markets and outline their investment outlook for 2025

Asset TV - CEO Forum

Watch CEO Peter Clark discuss sustainability, fees and market trends in the asset management sector…

Quarterly Q&A Q3 2024

Roger and CIO Paul O’Neill on staying invested through volatility, recession risks, inflation and risk…