The Ravenscroft Podcast

With markets in turmoil and investor uncertainty high, many are looking to gold to diversify portfolios. For those who may be considering precious metals, there are a few things worth knowing.

In our latest podcast Matt Girard and Stewart Moyles from the Ravenscroft Precious Metals team discuss five common misconceptions about gold. Together the pair explore everything from the price of gold to coins versus bars and product certificates.

In a recent weekly update, Matt Girard also discusses interesting trends in the silver market. You can read the full article HERE.

Guernsey is home to 300 captives, each playing a varying part in its group’s sustainability strategies and many of Robus clients have taken the extra step in choosing to follow the GIIA ESG Framework for insurers.  In this jointly recorded podcast Robus invite Ravenscroft to set out how ESG considerations can be overlaid onto investment mandates for cash portfolios they manage.  This podcast forms part of the Sustainable Finance Week 2022 fringe event programme.    

Inflation is the most important issue for the global economy and financial markets right now, but we’re in unchartered territories – having never experience a global pandemic followed by war, nobody can be certain of the future path for inflation.

In this podcast Ravenscroft’s Chief Investment Officer Kevin Boscher looks at the possible outcomes of the current environment and what these could mean for our investment strategies.

Inflation is a hot topic at the moment and in our latest podcast we explore what inflation is, how it is measured and how current rates are impacting our investment decisions and portfolios.

Portfolio manager Georgie Fletcher is joined by Sam Corbet and Dario Milizia from the Global Blue Chip team who share their views on current market conditions and explain what causes inflation and why the reported levels might be different from the actual levels of inflation.

Cash, like equities and bonds, can be considered as a separate asset class, and in rising interest rate environments like we are currently seeing it can be a great way to diversify a portfolio.

In this podcast, Sophie Yabsley is joined by Jon Pope from our cash management team as they discuss all things cash. Together they explain what the Ravenscroft cash management service is, what to consider when investing cash and techniques for good cash management.

Please note that the Ravenscroft cash management service is only suitable for UK professional investors or off-shore investors.

In March we launched our newest product, the Ravenscroft Global Solutions Fund. Two months on, Sam Dovey and Shannon Lancaster, two of the driving forces behind the fund, catch up to provide an update on the fund and how it has performed since its inception.

For more information about Global Solutions, please click here.

It’s been a turbulent couple of months and a tricky time for markets. As we continue to navigate the ongoing uncertainty, Global Blue Chip Manager Ben Byrom chats with two of Blue Chip’s lead analysts, Sam Corbet and Oliver Tostevin.

Looking at the performance of some of the fund’s holdings, including Illumina, Etsy, Amazon, and Netflix, to name a few, they discuss what worked and what didn’t over this quarter’s earnings.

Portfolio manager Ben Byrom sits down with Sam Corbet to discuss the best and the worst of the most recent quarter’s earnings from companies held within the Global Blue Chip portfolio.

After providing a brief market update, Ben takes a closer look at the earnings reports for Edward Lifesciences, L’Oréal, Amazon, Netflix, PayPal and Etsy.

As the world watches and the markets react to the Russia-Ukraine crisis, portfolio manager Bob Tannahill and Sam Dovey discuss what this means for our clients’ investments.