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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 ...
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Investment Perspectives: Exploring investment opportunities in a declining interest rate environment
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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 …
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Investment Perspectives from RSMR: The market impact of a Trump vs. Harris election
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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 the Democratic candidate for the November election, setting the stage for an intense and highly competitive…
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China: Supreme superpower or failing factory of the world?
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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 quarter of 2024, above market expectations. Over a longer timeframe, China is likely to remain an important co…
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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 bankers talk to each other, and US monetary policy can affect and lead other parts of the world. - What does …
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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-loved ISA which turned 25 this month. I'm talking to Senior Investment Analyst Andrew Robinson to find out ab…
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Active v Passive: why pick a side when you can blend?
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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 strategies, some might say you’re missing a trick if you’re not considering a new blended approach... Listen to the…
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In this episode I’m joined by Stewart Smith, Head of Managed Portfolio Services and we’re exploring investment potential in Japan. Japan hasn’t been a well-loved market over the last few decades, but convincing performance in 2023 has well and truly put the cat among the pigeons. What’s the performance story and forecast and what’s happening with d…
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