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.
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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,…
