In this timely investment update, Neil Rogan chats with Russell Investments' Alexander Cousley, exploring the latest global market developments — from Middle East tensions and their muted impact on oil prices, to shifting recession risks across the US, China, and Australia. Together they unpack how consumer behaviour, central bank policy, and macro data are shaping the outlook, with insights on interest rates, currencies, and housing markets. A short, engaging conversation offering clear takeaways to help advisers navigate uncertainty and position portfolios with confidence.

Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/ Alexander Cousley LinkedIn: https://www.linkedin.com/in/alexander-cousley-cfa-a10b81109/ Russell Investments Website: https://russellinvestments.com/

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/