As we approach the final weeks of the year, markets continue to show resilience, though not without moments of unease. In our latest podcast, we examine the factors shaping sentiment: the pause in gold’s long rally, renewed questions about the health of US banks, and the ongoing debate around potential bubbles in technology. We also discuss what this means for portfolio positioning, and why a disciplined, balanced approach still feels like the most sensible path fo...
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As we approach the final weeks of the year, markets continue to show resilience, though not without moments of unease. In our latest podcast, we examine the factors shaping sentiment: the pause in gold’s long rally, renewed questions about the health of US banks, and the ongoing debate around potential bubbles in technology. We also discuss what this means for portfolio positioning, and why a disciplined, balanced approach still feels like the most sensible path fo...
A conversation with Alice Squires, Co-head of Investor Advisory and Co-head of Geopolitical Advisory
Perspectives
23 minutes
6 months ago
A conversation with Alice Squires, Co-head of Investor Advisory and Co-head of Geopolitical Advisory
Geopolitics and financial markets are more intertwined than ever. In this episode, Alice Squires, Co-head of Investor Advisory and Co-head of Geopolitical Advisory, discusses the growing impact of geopolitics on businesses, the rise of shareholder activism, and the strategic decisions boards must take to manage risk as well as capitalise on opportunities in an increasingly complex landscape.
Perspectives
As we approach the final weeks of the year, markets continue to show resilience, though not without moments of unease. In our latest podcast, we examine the factors shaping sentiment: the pause in gold’s long rally, renewed questions about the health of US banks, and the ongoing debate around potential bubbles in technology. We also discuss what this means for portfolio positioning, and why a disciplined, balanced approach still feels like the most sensible path fo...
