Weekly Investment Update

Епизоде

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  Gold as a Foundation for Investor Portfolios 14.09.2026 4мин

  For decades, gold has been treated by many investors as an eccentric investment, something to buy if you fear inflation, financial crisis or the end of the world. But the evidence increasingly points to a much simpler conclusion: gold should be a permanent part of a diversified investment portfolio. Hosted on Acast. See acast.com/privacy for more information.
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  Rising US Bond Yields May Be Good News 07.09.2026 4мин

  US government borrowing costs have been rising again. That sounds alarming. Higher bond yields are often interpreted as a warning that investors are losing confidence in America’s finances, its central bank or its ability to control inflation. Hosted on Acast. See acast.com/privacy for more information.
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  Tiny Habits 01.09.2026 4мин

  BJ Fogg has spent more than 25 years studying an apparently simple question: why do people do what they do?Fogg founded Stanford University’s Behavior Design Lab and wrote the bestselling book ‘Tiny Habits: The Small Changes That Change Everything’. His central idea is that lasting change rarely begins with a heroic burst of motivation. It begins by making the desired behaviour so small and easy that it becomes difficult not to do.His entertaining TEDx talk, “Forget Big Change, Start With a Tiny Habit”, explains the method through examples such as flossing one tooth or doing two push-ups to start the new habit. It sounds almost comically insignificant. That is precisely the point. Hosted on Acast. See acast.com/privacy for more information.
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  AI: This Time is Different 24.08.2026 5мин

  Many investors continue to be concerned that we could be living through an AI-led bubble in investment markets. Our view is that this discussion is extremely premature.AI may eventually produce a bubble. Almost every transformative technology attracts excessive investment at some point. But the important question is not whether excess could develop, it is whether today’s market resembles the final stages of a speculative boom. Hosted on Acast. See acast.com/privacy for more information.
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  The Next Investment Boom Is Closer to Home 17.08.2026 5мин

  While investors around the world focus on artificial intelligence, bitcoin, and other prominent investment trends, there is a hidden economic cycle developing much closer to home we think could be a major opportunity over the coming years.Underneath the strong US and steady European economies, residential property has experienced one of its deepest downturns in decades, and is now ripe for a major recovery.  Hosted on Acast. See acast.com/privacy for more information.
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  The Most Important Stock in the Universe? 10.08.2026 5мин

  With Elon Musk, it is always difficult to separate the business from the circus.There are the feuds, the political interventions, the outrageous predictions and the daily melodrama. Whether you love him or hate him, the Musk world has become a kind of global soap opera, played out across social media, financial markets and, increasingly, geopolitics. Hosted on Acast. See acast.com/privacy for more information.
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  Why Currency Choice Matters as Much as Asset Choice 03.08.2026 6мин

  Trying to forecast where exchange rates will move next ranks among the more thankless exercises in finance, arguably harder than predicting equity markets because it demands getting the relative view right on two economies simultaneously, not just one. A currency's fate hinges on geopolitics, debt to GDP, inflation trajectories, interest rate differentials, bond yields, and sovereign creditworthiness, all interacting at once and often pulling in different directions. Yet for investors domiciled in countries with historically weaker currencies, ignoring this dimension of portfolio construction is not really an option. Hosted on Acast. See acast.com/privacy for more information.
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  AI, Anxiety and the Long View 28.07.2026 5мин

  Saturday's Financial Times carried a headline built for maximum unease: US tech giants have slashed 140,000 jobs this year, even as they pour unprecedented sums into artificial intelligence. US tech companies have eliminated close to 140,000 jobs since January, accounting for more than a third of every layoff announced nationwide, per an FT review of corporate filings and Challenger data. Look closer and the picture is more layered than the headline allows. Amazon, Microsoft, Meta, and Alphabet are meanwhile budgeting $725B for data centers this year, with Oracle putting up another $70B, spending that dwarfs the savings from the cuts themselves. Interestingly, the market is not entirely convinced by the framing either. Companies citing AI as a factor in job cuts have underperformed the Nasdaq by almost 10% in the 30 trading days following their announcements, suggesting the market doesn't entirely buy the stories that the companies are telling. Hosted on Acast. See acast.com/privacy for more information.
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  Spain Reclaims the Crown as the Biggest World Cup in History Draws to a Close 20.07.2026 6мин

  Congratulations are in order for Spain, crowned champions of the 2026 FIFA World Cup after a tense 1-0 extra-time victory over Argentina at MetLife Stadium in New Jersey. Spain won the FIFA World Cup with a 1-0 extra-time win over Argentina, marking the Spanish men’s team’s second World Cup title, after winning their first in 2010. Ferran Torres struck the decisive blow deep into extra time, and fittingly it was a defensive masterclass that got them there. Spain’s run to the title was a defensive masterclass, with wins over four of the world’s top ten teams, and they are the first World Cup champion to win the title while only conceding a single goal. Hosted on Acast. See acast.com/privacy for more information.
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  The Gap Between Building a Pension and Living Off One 13.07.2026 6мин

  There is a curious pattern in the financial advice industry that rarely gets discussed openly. A financial planner in their late thirties or forties tends to build a client base of similar age, just as a Boomer in their sixties often gravitates towards an adviser who understands their world from lived experience rather than textbook theory. This is natural, but it leaves a sizeable gap in the market: the client who has already built a retirement pot and now faces a far more complicated question than "how do I save more." Hosted on Acast. See acast.com/privacy for more information.
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  The World Cup Economy 06.07.2026 4мин

  In today’s episode, we explore the economic impact of the FIFA World Cup beyond the football itself. We examine who really benefits financially, why host cities often struggle to generate the returns they expect, and how even global financial markets can be influenced by the fortunes of national teams. Hosted on Acast. See acast.com/privacy for more information.
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  Interest Rates: The Story Beneath the Noise 29.06.2026 7мин

  Welcome to the Dominion Weekly Investment Update.This week, we explore why interest rate decisions remain one of the most important drivers of financial markets. From the recent technology sell-off to Alan Greenspan’s legacy and the first meeting led by the new Federal Reserve Chairman, we examine how monetary policy continues to shape the global economy and what it means for long-term investors. Hosted on Acast. See acast.com/privacy for more information.
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  Football, Fed Chairs and the Case for Experience 22.06.2026 7мин

  This week, we explore how some of the most talked-about events in the world today — from the 2026 FIFA World Cup to SpaceX’s historic IPO and the latest decisions from the Federal Reserve — highlight a fundamental lesson for investors: the importance of separating noise from genuine signals. In a landscape shaped by headlines, volatility and conflicting opinions, we examine why experience, discipline and a long-term perspective remain essential tools for navigating markets successfully. Hosted on Acast. See acast.com/privacy for more information.
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  The World Cup and the World of Fund Management 15.06.2026 6мин

  The 23rd FIFA World Cup is under way, running from 11 June to 19 July 2026 across 16 cities spanning the United States, Mexico, and Canada. For the first time in the tournament's history, 48 teams compete for the prize, up from the 32-team format that had been in place since France 1998. Over one thousand players, dozens of nations, and one trophy. The parallel with fund management is deliberate, and it runs considerably deeper than most people recognise. Hosted on Acast. See acast.com/privacy for more information.
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  Ancient Wisdom in the Age of the Mega-IPO 08.06.2026 7мин

  Writing this from somewhere between the Acropolis and the agora, with markets falling on the day, it feels apt to contemplate what the ancient Greeks might make of the current investment landscape. As Athens has stood for millennia, so too has human nature, and nowhere is that more apparent than in the behaviour unfolding around what could be the most consequential IPO wave in market history. Hosted on Acast. See acast.com/privacy for more information.
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  What Value Do You Place on Trust? 01.06.2026 6мин

  It is a simple question, yet one that sits at the very heart of financial advice. When a client hands over their life savings, their retirement fund, or the proceeds of a business they have spent decades building, they are not simply transferring capital. They are extending trust. And that trust flows in two directions: from the client to the adviser, and from the adviser to the fund manager they have chosen to recommend. The weight of that chain of responsibility should never be underestimated. Hosted on Acast. See acast.com/privacy for more information.
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  Active Versus Passive: The Question That Refuses to Go Away 26.05.2026 6мин

  The investment industry's most persistent debate continues to generate more heat than light. The argument is deceptively simple: most active fund managers fail to beat the index over time, so why pay higher fees when an S&P 500 tracker delivers the market return at a fraction of the cost? For many commentators, the case is closed. Buy the index, ignore the noise, done. If only sound investment were that straightforward. Hosted on Acast. See acast.com/privacy for more information.
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  East and West: A Meeting of the Giants 18.05.2026 6мин

  History was made in Beijing last week. For the first time in nearly a decade, an American president set foot on Chinese soil for a state visit. President Trump's visit to China from the 13th to the 15th of May was his second state visit to the country and the first by any American president since his own trip in 2017. The world was watching, and with good reason. Hosted on Acast. See acast.com/privacy for more information.
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  Politics and Markets: A Spectator Sport That Doesn't Pay the Bills 11.05.2026 7мин

  There is a question that serious investors return to repeatedly, and it has perhaps never felt more pressing: does politics actually matter to your portfolio, or is it simply the most expensive distraction ever invented? Hosted on Acast. See acast.com/privacy for more information.
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  A Week That Revealed the Fault Lines 05.05.2026 6мин

  This has been one of the most consequential weeks of the year so far in financial markets, and the conclusions are not as comfortable as equity index levels alone might suggest. Three major central banks sat on their hands, four of the world's largest technology companies reported stunning earnings, a royal visit delivered an unexpected trade gift, and yet the shadow of a partially closed waterway continues to threaten everything. Hosted on Acast. See acast.com/privacy for more information.