In this episode, Ian and Robert discuss:

• Markets: what were the major themes of the first quarter and what might this mean for the rest of 2024?
• IPOs: what does the recent launch of Truth Social and Reddit as public companies indicate about the landscape for IPOs, and the health of the market more broadly?
• Private Equity: what is the current state of private markets and where are the challenges and opportunities?

In this episode, Ian and Robert discuss:

• Interest rates: what led to the interest rate hike by the Bank of Japan and what does this mean more broadly for interest rates?
• Gold: what has driven the recent rally in gold price and what is its role in portfolios now?
• Europe: what is the current state of the European economy?

In this credit special, with guest, Kunal Chavda, Investment Research Director at CapGen, Ian and Kunal discuss:

• The current shape of the credit fund market
• The credit opportunities we're exploring at the moment
• How we select managers, and the longer term trends we've observed over time

In this episode, Ian and Robert discuss:

• GRANOLA: are Europe's largest stocks healthy for markets? Is concentration no longer just a US problem?
• Recession: what do recessions in the UK and Japan mean for investors?
• Credit: how are we using credit in portfolios, and is public or private more attractive? 

In this episode, Ian and Robert discuss:

• Earnings season: what have we seen so far and have there been any surprises?
• 60/40: is there still merit in 60/40 and do bonds still have a role to play?
• China: what is the current situation and what does this mean for investors?

In this episode, Ian and Robert discuss:

• Earnings season: what are we expecting and how will markets react?
• Interest rates: in a "one trade" world, which asset classes are least correlated to rates and are they attractive?
• Hedge funds: will the next few years be kinder to hedge funds, what is their role in portfolios now?

In this episode, Ian and Robert look ahead to 2024, discussing:

• Q1: what has caused the market turbulence at the start of this year, and what are the key data releases to look out for to indicate what lies ahead?
• Opportunities: what are the key opportunities you are interested in at the moment and why?
• 2024 Elections: how might these affect markets in the short and long term?

In this end of year special, Ian and Robert discuss:

• Macroeconomic and market dynamics: what were the trends and how did they affect asset prices?
• 2023 predictions: what were investors and pundits predicting for the year and how accurate were they?
• Looking ahead: what do you think is on the horizon for investors in 2024 and how are we positioned?

In this commercial real estate special, with guest, Ross Davies, Head of Real Estate at CapGen, Ian and Ross discuss:

• Key trends across different sectors of commercial real estate
• The current opportunity set in specific sectors
• How families can access and assess these opportunities

In this episode, Ian and Robert discuss:

• The "magnificent seven": why is there such a stark diversion between these stocks and small cap equities?
• Currency risk: how are we managing currencies in client portfolios?
• REITS: opportunity or value trap?