12 DECEMBER 2025
In this quarter’s Macro Briefing, Roger and Peter explore both the bull and bear cases surrounding the question of whether the US equity market is in bubble territory. They also highlight key factors that could shape market performance as we move into 2026.
It was filmed on 2nd 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
