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?

In this episode, Ian and Robert discuss:

• Latest economic data: what’s behind the market bounce?
• Debt markets: where are the risks and opportunities in public and private debt?
• Emerging markets: why have some proved so resilient, and which areas are we looking at?

In this episode, Ian and Robert discuss:

• Israel/Hamas war: how have the markets responded?
• World wars: how have world wars affected markets historically and what are the chances we're heading towards WW3?
• A multi-polar world: what do changing global power dynamics mean for asset allocators today?

In this episode, Ian and Robert discuss:

• Bonds: why are bonds selling off and what does this mean for other asset classes?
• Hard landing: what is the likelihood of a harder landing and what does this mean for portfolio construction?
• Defensive asset classes: what has been a defensive asset class so far this year and do you expect this to change?

In this episode, Ian and Robert discuss:

• Rates: the Bank of England and US Federal Reserve held rates steady this month, does this mean we have hit peak rates and what does this mean for markets?
• Oil prices: as oil prices hit a 10-month high, could this feed into structurally higher inflation?
• Innovation: what do higher rates mean for innovation?

In this episode, Ian and Robert discuss:

• Current outlook: what is the status quo for markets and do our views differ to that of consensus?
• China: why have China’s fortunes turn out so differently to expectations?
• Active research: what current opportunities are we buying into or monitoring?

In this episode, Ian and Robert discuss:

• Currencies: what's behind the big moves we've recently seen and what's the outlook for the dollar?
• Small caps: what's behind the recent momentum and are they still a buying opportunity?
• Earnings season: what are investors' expectations and do they differ from your own?

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