Markets in February - resetting expectations

What does Artificial Intelligence (AI) mean for financial advice? How will it shape businesses like yours? In this discussion, our expert guests explore the opportunities and challenges AI presents, cutting through the noise to uncover the practical applications.Join Mike, self-confessed 'technophobe' who’s asking the big questions about AI, Kate Ancketill, global thought leader in business futurism, advising top brands on emerging trends and Alasdair Walker, an award-winning financial planner and co-presenter of Next Wealth’s AI Lab.Tune in for expert insights on how AI is reshaping the financial landscape—and what it means for you.*Please note that this is a recording of a webinar, so there may be some variations in sound quality.

Join Patrick and Peter as they discuss the complex world of AI - a field driving returns for investors - and explore how it could reshape markets and the global economy.

Pat and CIO Peter dive into the wild world of interest rates, inflation, and what all that government and corporate debt really means for investors. They break down the market’s ups and downs, why bonds are back in the spotlight, and smart strategies.

Pat and Peter break down what’s really going on in the stock market right now - what’s hot, what’s not, and why bonds might be making a comeback. They chat about market cycles, valuations, and how investor mood swings (aka sentiment) shapes the game. Plus, they dig into why UK and emerging markets could be hiding some serious investment gems. If you want to stay ahead of the curve, this one’s for you! 

Small caps have often delivered investors superior annualised returns over the long term. Join Patrick and Peter as they share their personal enthusiasm and conviction, and answer the question ‘Why should I invest in smaller companies?’. 

Our ever curious host, Patrick Ingram sits down with Peter Dalglish, Parmenion's Chief Investment Officer, to dig into gold's role in investment portfolios. They explore whether gold is a solid hedge against inflation, what’s driving its demand, and why emerging markets are stocking up. Plus, Peter shares his own personal gold investing misadventures and touches on the debate over gold’s place in sustainable investing. The perfect listen for advisers wanting a fresh perspective on portfolio strategy.

Pat and Isaac talk about the record highs in the UK's index, why yields and valuations are looking attractive, and the promising upside potential in the UK market right now.

Pat and Isaac break down the key market trends from Q1 2024, highlighting a strong start to the year. With stock markets hitting record highs, early signs of revival in the UK market, and economies showing greater resilience than expected, they explore what’s driving the momentum and what lies ahead. 

Pat and Isaac dive into the market’s, February's winning streak and why it might be time for a reality check as we head toward the end of Q1 2024.

Pat and Isaac recap on the exciting year-end rally in December, and talk about what investors can expect moving into 2024 as a recession begins to loom.