Investment Perspectives from RSMR

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Latest episode

Jul 2025

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EN-GB

About the show

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.

Listen to episodes

16 recent

July 29, 20257 min

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 but beneath the surface lies a much more complex and nuanced investment picture.What influence do AI-related stocks have on the market?What’s the average investor’s grasp on AI?What paths are open to the investor? How can concentration be managed in portfolios?What about the broader economic implications of AI?

June 26, 20258 min

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, global events are having a real and immediate impact on markets - and by extension, on investment portfolios.What role do geopolitics play in markets? How economically sensitive is the Strait of Hormuz?What's happening in energy markets?What could tension in the Middle East mean for future inflation?What does this mean for portfolios?

June 3, 20259 min

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. Gold doesn't tarnish, rust, or corrode and is one of the most chemically stable elements on Earth, which is why it's been treasured for millennia and used to store value through wars, recessions, and currency collapses.Why are investors once again turning to gold? Why is gold seen as a haven during uncertainty?How does gold perform when it comes to inflation and currency risk?How does gold fit into a modern investment portfolio?Why is such a traditional asset trending on social media? What’s the takeaway for investors today?

May 6, 202511 min

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 objectives. These tariffs are part of a broader strategy aimed at reshaping the US' trade relationships and bolstering domestic industries but are not without high levels of controversy.What is the Trump administration looking to achieve and is it achievable? What’s the state of play globally? What’s the story in Europe? What’s the outlook for investors and where are the opportunities?

May 6, 20257 min

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 pensions were solely for providing income in retirement, but legislative changes have led to a shift in approach. With further changes in the pipeline from April 2027, advisers are having to adapt to the evolving landscape as it unfolds.What’s happening in pension planning? What are the four broad retirement investment approaches to consider?How can we navigate the future of retirement planning?

February 24, 20257 min

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?

January 16, 20258 min

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 happening from an equity standpoint?Will the Magnificent 7 continue to steal the limelight? What effect will Trump's policies have on the US investment landscape?What are expectations in the UK, Europe, and Emerging Markets?Where are the pockets of potential for 2025?

December 20, 20248 min

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 new rules and what does this mean for investors and advisers?Why has this framework been brought in? Are these changes advantageous for the adviser? Why is qualitative fund research that underpins existing ratings so important?Does SDR reinvigorate a level of interest in responsible investment?

November 13, 20248 min

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. Together with Stewart Smith, Head of Managed Portfolio Services at RSMR, we're using this podcast as a platform to shed light on our three MPS ranges, highlighting our latest offering.

October 11, 20247 min

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 expectations and implications of the new lower rate environment will be.The trajectory is that interest rates will continue to fall but at what pace?How can we protect our investments in the current economic environment and where are the openings?When it comes to expenditure on AI, have the baked in expectations of growth in some of the mega caps gone too far and what will the actual return on investment be?