
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.
Investment Perspectives from RSMR
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 highlights the concerns they have over the health of the UK economy. With all this doom and gloom, why would anyone invest in UK plc? There may be just one word for it – infrastructure!
- What's the infrastructure output forecast and what does this mean for investors?
- Will the government stick to its plans when it comes to cleaner energy in the UK?
- Where do we stand when it comes to the AI revolution?
- Will the national grid infrastructure be able to cope with demand?
- How are markets reacting?