The LIFT Mindset

The LIFT Mindset

By LIFT-Financial GroupBusiness
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The LIFT Mindset episodes

  • 15. Dan and Stu Investment Update November

    Dan Thompson is joined for a Q&A session with special guest Stuart Niman. They discussed the differences in inflation readings between the US and the UK, potential paths central banks may take in 2024, and the benefits of staying invested through difficult periods.


    This podcast does not constitute financial advice. The value of investments may go down as well as up.

    30 min
  • 14. The Evolution of The Investment Committee

    On the podcast, Dan Thompson is joined by fellow Investment Committee members Joel Adams and Stuart Niman. They outline the recent changes made to The Investment Committee and the decision-making process and welcome new member Mark Holden.

    To find out more visit our website. 

    14 min
  • 13. Women shaping the future of financial planning

    On the podcast, we have Sarah Wilson-Trainor and Charlla Razi talking about being women within the financial industry. They share their own experiences and how they have seen the industry change over the years.

    To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.

    11 min
  • 12. July investment update with special guest Shamik Dhar

    We have Dan Thompson (Head of LIFT-Invest) joined by Shamik Dhar, Chief Economist of Bank of New York Mellon Investment Management. They discuss macroeconomic events, expectations across different countries and how economic factors could influence markets in the second half of the year.

    This podcast does not constitute as advice. The value of investments may go down as well as up.

    24 min
  • 11. June Investment Update with special guest Hugh Gimber

    We have Dan Thompson, Head of LIFT-Invest joined by Hugh Gimber, Global Market Strategist at JP Morgan Asset Management. They discuss recent economic and investment market events and share insights into which narratives they think may influence financial markets over the coming months.

    To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.

    This podcast does not constitute as advice. The value of investments may go down as well as up.


    27 min
  • 10. Working with The CLA

    Learn more about how LIFT's Chartered Financial Planners can help CLA members with their finances.

    To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.

    4 min
  • 9. May investment update with Dan Thompson

    On our latest investment update podcast, Dan Thompson CFA (Portfolio Manager) reflects upon how investment markets have fared in the first four months of 2023, comments on recent central bank policy decisions and provides an analysis of the stresses witnessed in the regional banking sector in the United States. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.


    This podcast does not constitute as financial advice. The value of investments may go down as well as up.



    18 min
  • 8. Getting to know Ben Haworth with LIFT-Sport

    Mark Tueart, Managing Director of LIFT-Sport is joined by Ben Haworth, Sports Consultant. Mark welcomes Ben to the team and they discuss how he will be helping to build new professional relationships and raise the profile of the brand within the industry.

    To find out more visit our website. You can also follow us on social media: Facebook, Twitter, LinkedIn and Instagram. 

    18 min
  • 7. April investment update with special guest Stuart Niman

    In our latest podcast, Dan Thompson (Portfolio Manager) is joined for a Q&A with special guest Stuart Niman (Investment Consultant), where they

    touch on prevalent investment themes in the first quarter, as well as overall market performance. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.


    This podcast does not constitute as financial advice. The value of investments may go down as well as up.

    31 min
  • 6. March investment update featuring special guest James Ashley

    On our latest podcast, Dan Thompson is joined by special guest James Ashley. James leads the International Strategic Advisory Solutions team in GSAM. Together they discuss the recent substantive strains seen in the banking sector, provide parallels with past market episodes and scrutinise expectations embedded in the market at present. To find out more visit our website. You can also follow us on social media: Facebook, Instagram, Twitter and LinkedIn.

    This podcast does not constitute as financial advice. The value of investments may go down as well as up.

    44 min

About The LIFT Mindset

From the publisher's feed

The aim of our podcast is to inform, educate and entertain. We will be sharing our views on current trends and predictions about the industries the LIFT-Financial Group cover. If you are interested in…