20 MARCH 2026
In the first Portfolio Deep Dive of 2026, Paul and Roger discuss the likely impact of recent geopolitical events, what other risks and opportunities we see, how to take advantage of any volatility in the market and how we are positioning portfolios for the years ahead.
It was filmed on 18th March 2026.
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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
