In this episode, Ian and Robert discuss:

• Japan: what can investors expect of the BoJ’s new leader?
• Emerging Markets: what does the opportunity set look like and how should you play it?
• Commodities: do they still have a role to play in portfolios?

In this episode Ian and Robert discuss:

• Earnings season: what have we learnt so far, and what are analysts expecting for 2023?
• ChatGPT: what is it and does it represent an investment opportunity?
• Active vs passive: is there a role for passives in portfolios today and is it as binary as active or passive?

In this episode, Ian Barnard and Robert Sears discuss:

• Macro recap: how did we end the year in terms of global economic health and inflation, and what’s on the horizon now?
• Recession risk: what’s your base case for the depth of recessions in the US, UK and Eurozone – if they are worse than expected, which assets are likely to provide the best protection?
• Investment opportunities: what opportunities are you actively monitoring at the moment and why?