02 OCTOBER 2025
In this quarter’s Portfolio Deep Dive, Paul and Roger discuss the current leaders and laggards, the challenges we face in just “sticking to our knitting”, the duration of the current bull market and how we accommodate potential changes in the risk-on environment.
It was filmed on 30th September 2025.
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Paul and Roger on geopolitical risks, market opportunities and how portfolios are positioned ahead
Discussion on the unrest in the Middle East
Peter and Roger assess how the Iran conflict could affect the world economy and markets,…
