Dollars and Dirhams

cfsgroup

The Dollars and Dirhams Podcast by Continental is where global citizens, expats, and entrepreneurs turn conversations into strategies. From wealth creation to legacy planning, our experts cut through the noise to bring you sharp, real-world insights on building, preserving, and enjoying wealth across borders and beyond trends. Whether you’re a seasoned investor or charting your first financial plan, tune in for candid discussions that help you stay one step ahead.

  1. MAR 12

    Why Market Concentration Is Shifting and What Comes Next | Benjamin Jones, Invesco ​

    Dollars & Dirhams, Episode 25 Sumeet Gill sits down with Invesco’s Global Head of Research for a conversation that moves from gold and precious metals to US equity concentration, Middle East diversification, AI in investment research, and what a sensible 10-year portfolio looks like right now. No forecasting theatre. No soft answers. Just a clear-eyed read on where the evidence points. Guest: Benjamin Jones, Global Head of Research | Invesco Host: Sumeet Gill, Vice President, Investments | Continental WHAT WE COVER 🔹Gold and precious metals in 2025: why reserve managers are building positions, what the shift away from US Treasuries actually means, and where Benjamin Jones sees gold, silver, and copper prices heading into 2026 🔹US equity concentration: the top ten S&P 500 names, slowing earnings growth in AI, and why valuation is starting to matter again after years on the sidelines 🔹The case for looking outside the US: UK, Europe, parts of Asia, and the Middle East as regions where the growth-to-valuation ratio is more compelling today 🔹Private equity, alternatives, and the breakdown of traditional correlations between asset classes 🔹AI in investment research: where it genuinely helps, where it produces convincing nonsense, and why critical thinking is still the edge a good analyst has 🔹Building a 10-year portfolio today: valuation tilt, defence spending exposure, inflation-resilient assets, and the value of having skin in the game NOTES AND DISCLAIMER This episode is a general discussion for informational purposes only. Nothing shared here constitutes financial advice, a solicitation, or a recommendation to buy or sell any asset. Investment outcomes vary by individual circumstances, jurisdiction, and market conditions. Regulatory and underwriting conditions differ across regions. Always consult a qualified financial adviser before making investment decisions.

    32 min

About

The Dollars and Dirhams Podcast by Continental is where global citizens, expats, and entrepreneurs turn conversations into strategies. From wealth creation to legacy planning, our experts cut through the noise to bring you sharp, real-world insights on building, preserving, and enjoying wealth across borders and beyond trends. Whether you’re a seasoned investor or charting your first financial plan, tune in for candid discussions that help you stay one step ahead.