20 MARCH 2025
Going forward we will split the usual quarterly Q&A videos into two separate videos. The first will focus on the prevailing trends in the global economy and markets. The second will focus specifically on portfolio holdings and changes.
In this inaugural Macro Briefing, Roger and Peter discuss the nascent outperformance of non-US equities, why the recent sell-off is not a market “crash” and how the Debt Supercycle remains a dominant force. It was filmed on 17th March 2025.
The content of this recording is for information purposes only. Bentley Reid believes that, at the time of publication, the views expressed and opinions given are correct but cannot guarantee this. Viewers intending to take action based upon the contact of this recording should first consult with the professional who advises them on their financial affairs. Investment will see your capital put at risk. The value of any investments, and the income from them, may fall as well as rise and you may not recover the value of your investment.rnrnNeither the publisher nor any of its subsidiaries or connect parties accepts responsibility for any direct, indirect or consequential loss suffered by a viewer or any related person as a result of any action taken, or not taken, in reliance upon the content of this recording.
Key trends in portfolio management
Is India Leaving the “Fragile EM” Era Behind?
Discussion on the unrest in the Middle East
