Join Portfolio Manager, Harry Scargill and Investment Director, Oliver Stone as they dive into key market events and trends throughout May, covering everything from equity market rallies to sector highlights as well as an update on global trade policies.

In the debut episode of our Financial Fundamentals series, we dive into one of the most important milestones in your financial journey—retirement planning.

Join our expert panel as they share practical insights, strategies, and real-world experience to help you prepare for a financially secure future:

• Oliver Stone, Investment Director
• Elliot Shaw, Chartered Financial Planner
• Nishan Balsingham, Chartered Financial Planner

Whether you're just starting out or thinking about life after work, this episode provides valuable guidance to help you take control of your retirement goals.

In this episode, we explore April's market performance highlights and discuss the broader economic developments that shaped investor sentiment, including government policy shifts and central bank responses around the world.

From Trump’s tariffs to record-breaking FTSE 100 highs, markets are off to a turbulent start this year.

We break down the latest on trade tensions, bond markets, interest rate shifts, and the headlines surrounding Deep Seek.

Tune in for expert insights on what these developments mean for investors.

Managing Director (Growth), Peter Donaldson, and Portfolio Manager, Imogen Hambly breakdown last month’s market update, covering a broad spectrum of topics.

The value of investments may fluctuate in price or value and you may get back less than the amount originally invested. Past performance is not a guide to the future. The views expressed in this podcast represent those of the speakers and do not constitute financial advice.

Managing Director (Growth), Peter Donaldson, and Investment Director, Oliver Stone breakdown last month’s market update, covering a broad spectrum of topics.

The value of investments may fluctuate in price or value and you may get back less than the amount originally invested. Past performance is not a guide to the future. The views expressed in this podcast represent those of the speakers and do not constitute financial advice.

Managing Director (Growth), Peter Donaldson, and Portfolio Manager, Imogen Hambly breakdown last month’s market update, covering a broad spectrum of topics.

The value of investments may fluctuate in price or value and you may get back less than the amount originally invested. Past performance is not a guide to the future. The views expressed in this podcast represent those of the speakers and do not constitute financial advice.

Managing Director (Growth), Peter Donaldson, and Portfolio Manager, Harry Scargill breakdown last month’s market update, covering a broad spectrum of topics.

The value of investments may fluctuate in price or value and you may get back less than the amount originally invested. Past performance is not a guide to the future. The views expressed in this podcast represent those of the speakers and do not constitute financial advice.

Managing Director, Peter Donaldson, and Investment Director, Oliver Stone breakdown last month’s market update, covering a broad spectrum of topics.

You can find the full update here.

The value of investments may fluctuate in price or value and you may get back less than the amount originally invested. Past performance is not a guide to the future. The views expressed in this podcast represent those of the speakers and do not constitute financial advice.

Managing Director, Peter Donaldson, and Investment Director, Oliver Stone breakdown last month’s market update, covering a broad spectrum of topics.

You can find the full update here

The value of investments may fluctuate in price or value and you may get back less than the amount originally invested. Past performance is not a guide to the future. The views expressed in this podcast represent those of the speakers and do not constitute financial advice.