Investment Perspectives from RSMR
The Investment Perspectives podcast from RSMR helps financial advisers understand the economic landscape by analysing current events from an expert investment perspective.
With two decades of experience delivering independent fund ratings to advisory businesses, our forward-looking research process is dedicated to constant market monitoring and assessment. Our investment team is a fountain of knowledge and as Client Engagement and Marketing Manager at RSMR, I’m always looking for ways to get RSMR commentary out there. Tailored for professional financial advisers, our monthly podcasts aim to inform and provoke thought.
Each month I talk to one of our team about a pertinent global event or topic, delving into discussions about implications through an investment perspective lens. The podcast not only features insights from our accomplished investment team but also perspectives from our account management team – a unique angle fueled by their direct interactions with financial advisers.
Episodes
16 episodes
Investing in the Age of AI: Navigating the Opportunity and the Risk
As we move through another wave of technological transformation, financial advisers are increasingly being asked how to position portfolios for the rise of AI. The headlines are dominated by ground breaking developments and showstopping returns...
Strategies for Geopolitical Uncertainty: Investing in a World on Edge
If the last few months have shown us anything, it’s that geopolitics are playing a bigger role in financial markets than ever before. Whether it’s escalating tensions in the Middle East or the long-running fallout from the war in Ukraine, globa...
Gold - still glittering in a volatile world
Humans have been fascinated by gold for over 6,000 years with the first known gold artefacts dating back to around 4,000 BC in Eastern Europe. It has been used as currency, art, jewellery, and a symbol of power across every major civilisation. ...
Profit or Pitfall? The investment impact of global trade tariffs
The US is the largest consumer market in the world, making it a critical target for global exporters. The Trump administration's recent decision to raise trade tariffs stems from a combination of economic, political, and national security objec...
Retirement Planning - navigating the unknown
With changes in pension regulations, tax treatment, and investment strategies shaping how advisers support clients, retirement planning has undergone significant transformation over the years. Historically, HMRC emphasised that pens...
Infrastructure - the UK's untapped goldmine for investors?
The Bank of England’s Monetary Policy Committee voted unanimously in February to cut the Base Rate by 0.25% to 4.5%, with two members advocating for a larger 0.5% cut. Despite inflation remaining a threat, this shift to a more dovish stance hig...
Investment Perspectives from RSMR: Navigating 2025 - key portfolio drivers & investment insights
In this month’s Investment Perspectives podcast, we’ll explore the key drivers shaping portfolio performance in 2024 and share insights into what we think the future may hold across the ever-evolving investment landscape.What's happ...
What does SDR mean for advice businesses?
The FCA recently implemented the Sustainability Disclosure Requirements (SDR) – a package of measures designed to improve transparency in sustainable investing and crack down on greenwashing within the industry. What are the ne...
Managed Portfolio Service Podcast from the fund rating experts at RSMR
Since we launched in 2004 our core aim has been to help advice businesses to be successful. With the introduction of our new Passive Plus range , we're eager to give financial advisers a comprehensive overview of our Managed Portfolio Service. ...
Investment Perspectives: Exploring investment opportunities in a declining interest rate environment
Many of us have felt the pressure of prevailing high interest rates over the last few years but it looks like there is light at the end of the tunnel so it’s time to consider whether the message has changed from central banks and what the expec...
Investment Perspectives from RSMR: The market impact of a Trump vs. Harris election
The 2024 US election landscape has been marked by dramatic twists, including the attempted assassination of Donald Trump and Joe Biden’s withdrawal from the presidential race. With Biden’s full backing, Kamala Harris was swiftly positioned as t...
China: Supreme superpower or failing factory of the world?
Since 1978, China has been a major part of the emerging markets sector but is China now more likely to be heading towards a lost decade and is it time to reevaluate longer-term investment? China's GDP grew by 5.3% year on year in the first...
US inflation & the pursuit of Goldilocks
Since 2012, the Federal Reserve has targeted an inflation rate of 2%. Keeping inflation low is one of the Fed's dual mandate objectives, along with stable and low unemployment levels. Central banks have a degree of independence, but central ban...
Should you go all out on ISAs?
As we say goodbye to the old tax year, and hello to the new, investors and savers will most likely be considering how to make the most of their tax-free allowances. Outside of pensions, the standard UK tax-free wrapper is of course the much-lov...
Active v Passive: why pick a side when you can blend?
You may have always favoured one investment style over another but blending active and passive strategies means you can seek outperformance while still being mindful of cost. With the opportunity to harness the unique benefits of both strategie...