The Ravenscroft Podcast
Covering all areas of investing; from the macro environment of inflation, exchange rates and global trade, to the detail of investment choices and how it all works. We’ll bring these conversations to you in a straightforward, friendly and jargon-free way.
Episodes
34 episodes
Investment outlook: Macroeconomics and market shifts in 2025
Ben Byrom is joined by Kevin Boscher and Bob Tannahill to reflect on the key events of 2024 and provide insights into the global macroeconomic outlook for the year ahead.Kevin offers a detailed macro update, considering the implications...
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34:40
Ravenscroft Review
Pierre Paul, Holly Warburton and Alex Rich from our discretionary investment management team look back at 2024 and look forward at what 2025 may bring.
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27:23
Markets, mega-caps, and the macro outlook: Roundtable round up
In the latest episode of the Ravenscroft podcast, we dive into the global economic landscape and touch on the main themes from our recent round table discussion. Ben Byrom, Kevin Boscher and Bob Tannahill discuss the key points reg...
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42:24
Problem child versus golden child: An update on the Ravenscroft Global Solutions Fund
Following a volatile first half of the year, there is much to discuss when it comes to the Ravenscroft fund range.In our latest podcast, Shannon Lancaster sits down with Sam Dovey to discuss the Ravenscroft Global Solutions Fund, its bo...
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15:45
Cash management in a changing environment
In our latest podcast Jon Pope and Pierre Paul from our cash management team sit down for a brief discussion about all things cash.Together the pair explain what the Ravenscroft cash management service is, how it works, who it’s for and...
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6:33
The potential of AI – Key insights from our annual presentation
Artificial intelligence (AI) is a much talked about topic at the moment and formed the theme for our latest annual presentation, where Chris Ford, manager of the Sanlam AI Fund (held within the Ravenscroft Balanced and Growth strategies), was t...
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21:21
IWD Podcast – Taking control of your finances
A recent study by Fidelity Investments found that 40% of women think they should be doing more with their money, while this year’s Pensions Policy Institute report shows that women will need to work an extra 19 years to retire with the same pen...
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8:23
Disinflation to reflation: a rosier outlook for bonds and equities
In his first, information-packed update of the year, Ravenscroft CIO Kevin Boscher looks at some of the key questions facing investors and markets as a whole following the rollercoaster ride that was 2023. The Covid-19 pandem...
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26:21
2023 markets in review and looking ahead to 2024
The Ravenscroft Discretionary Team:The investment markets in 2023 have been influenced by many factors from the central banks’ monetary policies to volatility in energy prices and continuing pinch points in global sup...
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27:27
Ravenscroft Global Blue Chip and the investing experience
Ben Byrom: Ben Byrom has managed the Ravenscroft Global Blue Chip fund for over a decade, in which time there have been market ups and downs, the emergence of new technologies and the rise of some mega, global co...
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9:38
Understanding volatility versus risk as part of the investment process
Risk and volatility are two investment terms that are often used interchangeably, but in fact mean two very different things.In this podcast, Sam Dovey and Holly Warburton define risk and volatility as part of the investment process and...
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12:51
Why we’re still enchanted by Disney
Long-term Ravenscroft Global Blue Chip holding The Walt Disney Company is going through a period of significant change at a time of heightened industry disruption and mounting tension between creatives and their corporate masters. The market is...
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25:18
The best time to plant a tree was 20 years ago. The second best time is now: Evaluating your investment strategy ahead of retirement
In the UK alone there are almost 11 million people aged 65 and over - 19% of the total population. In 10 years’ time, this figure is expected to reach almost 13 million people, or 22% of the population.In our latest podcast,...
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21:51
The gold standard
The history of gold is as long as it is interesting and its relationship with the US dollar equally so. Going all the way back to 1792, Matt Girard and Stewart Moyles from our precious metals team explore the history of gold and how (and why) t...
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9:24
A shining moment for cash
After 15 years of low interest rates, the Ravenscroft cash management team is having a turn in the spotlight. Cash traditionally has been a low volatility investment option. Now, with higher interest rates, investors are star...
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19:16
A lot can happen in a year: Global Solutions update 2023
When the launch of the Ravenscroft Global Solutions Fund* was planned for March 2022, nobody could have predicted that in the same month Russia would invade Ukraine. The ramifications of this have been felt far and wide, with inflation and inte...
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20:28
Opportunities and challenges for investors in 2023
Taking a more optimistic view on the current market conditions, portfolio managers Shaun McDade and Georgie Fletcher choose to focus on the positives, rather than the negatives as they discuss five potential opportunities for investors in 2023....
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21:25
The importance of portfolio diversification
While comparisons have been made between current market conditions and those of the 2008 financial crisis, in some ways 2022 has been worse. Portfolio diversification is one way investment managers try and reduce risk to safeguard c...
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11:47
Investing in an inflationary environment
The last year has been one unlike any other - rising interest rates and inflation have dominated headlines and, from an investment point of view, bonds and equities have had one of their worst years ever. In our first podcast...
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45:31
Prudence, pocket money and pound cost averaging: Investing for your children
As parents, we often want to give our children the world, and while this might not literally be possible, financially planning for their future can be a good start.Whether it’s putting away a lump sum or squirrelling away a po...
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11:21
Real gold is not afraid of the melting pot: Common misconceptions about gold
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 Girar...
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11:38
SFW fringe – Incorporating ESG considerations into captives’ cash portfolios
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...
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12:20
Inflation holds the key for the global market outlook
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 inflati...
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12:12
The costs (and opportunities) of an inflationary environment
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...
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23:11