17 JULY 2025
In the latest Portfolio Deep Dive, Roger and Paul discuss how our investment framework ensured we rebalanced into, and benefitted from, the equity sell-off in April, what we are doing to try to do to limit volatility and why we hold our various Equity Themes and Alternatives.It was filmed on 14th July 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 content 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. Neither the publisher nor any of its subsidiaries or connected 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
