28 APRIL 2025
In the second of our quarterly videos, Roger and Paul discuss how portfolios have responded to renewed volatility in the market on the back of tariffs, how we are positioning our funds to deal with the dual risks of inflation and recession, along with some of the thematic changes that have recently occurred.
It was filmed on 22nd April 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
