The Ravenscroft Podcast

Ravenscroft

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Investing

Covering all areas of investing; from the macro environment of inflation, exchange rates and global trade, to the detail of investment choices and how it all works. We’ll bring these conversations to you in a straightforward, friendly and jargon-free way.

02/07/2025

Investment outlook: Macroeconomics and market shifts in 2025

Ben Byrom is joined by Kevin Boscher and Bob Tannahill to reflect on the key events of 2024 and provide insights into the global macroeconomic outlook for the year ahead. Kevin offers a detailed macro update, considering the implications of Trump’s second term and his policies, while also discussing the long-term economic landscape before Ben and Bob focus in on the investment outlook, with Ben looking at the equity market and Bob covering fixed income strategies. Together, the three explore what is needed for a market broadening, the crucial factors needed to help drive equity performance, and why there is still the risk of volatility (and opportunity) for fixed income investors in 2025.

35 min
12/23/2024

Ravenscroft Review

Pierre Paul, Holly Warburton and Alex Rich from our discretionary investment management team look back at 2024 and look forward at what 2025 may bring.

27 min
11/01/2024

Markets, mega-caps, and the macro outlook: Roundtable round up

In the latest episode of the Ravenscroft podcast, we dive into the global economic landscape and touch on the main themes from our recent round table discussion. Ben Byrom, Kevin Boscher and Bob Tannahill discuss the key points regarding the macroeconomic outlook and how this impacts our multi-manager and direct equity strategies. Together the three try to unpack some of the big questions facing markets: Is the dominance of U.S. markets and the mega-cap stocks sustainable? Where does AI fit in the investment landscape and who stands to benefit? And with inflation shifts and interest rate cuts, what’s the 2024 outlook for investors? Despite ongoing uncertainty, the overall outlook is largely optimistic. Ben, Kevin, and Bob discuss the opportunities this presents and how Ravenscroft is positioning portfolios to benefit from this.

42 min
09/03/2024

Problem child versus golden child: An update on the Ravenscroft Global Solutions Fund

Following a volatile first half of the year, there is much to discuss when it comes to the Ravenscroft fund range. In our latest podcast, Shannon Lancaster sits down with Sam Dovey to discuss the Ravenscroft Global Solutions Fund, its bottom performer – Schroder Energy Transition – and top performer – Regnan Waste & Water – and the impact ongoing geopolitical uncertainty and stubborn inflation rates have had on these holdings. Despite the challenging macro environment, there are many reasons to be positive, so to end the podcast Sam asks Shannon if there are still reasons to be cheerful when it comes to investments in the environmental solutions space. Spoiler alert – there are many!

16 min
06/05/2024

Cash management in a changing environment

In our latest podcast Jon Pope and Pierre Paul from our cash management team sit down for a brief discussion about all things cash. Together the pair explain what the Ravenscroft cash management service is, how it works, who it’s for and what the changing interest rate environment means for investors. Amidst this uncertainty, the team addresses common questions such as whether rates will remain high, start to fall, or ever reach the ultra-low 2% again. They also explain why they believe cash investments will continue to play an important role in client portfolios. Pierre also introduces the newest offering from the team, the corporate cash account, explaining how it’s different to a low-interest bank account.

7 min
05/10/2024

The potential of AI – Key insights from our annual presentation

Artificial intelligence (AI) is a much talked about topic at the moment and formed the theme for our latest annual presentation, where Chris Ford, manager of the Sanlam AI Fund (held within the Ravenscroft Balanced and Growth strategies), was the guest speaker. In this podcast, portfolio managers Sam Dovey and Ben Byrom sit down to talk about some of the key takeaways from the presentation. During their discussion, Sam and Ben highlight the significant advancements in AI technology over the years and the increasing number of industries that are now utilising it. They also delve into how AI has the potential to improve efficiency, reduce costs, and enhance decision-making processes for businesses and look at the potential investment opportunities that AI presents for investors. You can watch the full recording of the presentation here.

21 min
03/06/2024

IWD Podcast – Taking control of your finances

A recent study by Fidelity Investments found that 40% of women think they should be doing more with their money, while this year’s Pensions Policy Institute report shows that women will need to work an extra 19 years to retire with the same pension pot as men. On International Women’s Day, portfolio managers Sophie Yabsley and Holly Warburton discuss some of the barriers for women in investing and share some simple, practical steps for anyone looking to start investing. Together they discuss the difference between saving and investing, risk versus volatility and how to take the first steps to making your money work for you. Sophie also shares two things she wishes everyone knew about investing. Other podcasts you might be interested in: Understanding saving vs investing Understanding volatility as part of the investment process Sources: Fidelity investments study (2023) The Gender Pensions Gap Report (2024)

8 min
01/23/2024

Disinflation to reflation: a rosier outlook for bonds and equities

In his first, information-packed update of the year, Ravenscroft CIO Kevin Boscher looks at some of the key questions facing investors and markets as a whole following the rollercoaster ride that was 2023. The Covid-19 pandemic was a macroeconomic earthquake, with the reverberations being far-reaching. In this podcast, Kevin considers what is happening with inflation and discusses why the Fire vs Ice debate still rages for 2024. He also discusses the bond and equity rally that occurred towards the end of last year and examines whether this trend will continue. Finally, he provides an outlook for major economies and highlights what we should keep an eye on over the next 12 months. Although the ‘easy money era’ is almost certainly over, and despite the enduring challenges, the long-term outlook remains broadly positive. You can read more from Kevin in his latest Boscher’s Big Picture. (00:39) Will the bond and equity rallies persist? (02:03) How the pandemic was a macroeconomic earthquake (07:25) Why the Fire vs Ice debate rages on for 2024 (10:47) The ‘easy money era’ is almost certainly over (12:48) The global economic, inflation and interest rate outlook remains challenging but is improving (13:51) The cyclical transition from disinflation to policy reflation (falling rates) is the key theme for this year (16:01) The outlook for bonds and equities looks positive for 2024 and beyond (20:07) Our long-term themes remain compelling but are evolving (22:40) What we’re keeping a close eye on for 2024 (24:47) The macroeconomic environment remains uncertain, but we are hopeful that the market rally can continue and broaden out as the year develops

26 min

Covering all areas of investing; from the macro environment of inflation, exchange rates and global trade, to the detail of investment choices and how it all works. We’ll bring these conversations to you in a straightforward, friendly and jargon-free way.

Creator

Ravenscroft
Years Active

2024 - 2025
Episodes

34
Rating

Clean
Copyright

© 2026 The Ravenscroft Podcast
Show Website

The Ravenscroft Podcast