ASHL Media
For Professional Advisers only. The information is not intended for retail consumers. The views and information expressed herein are the views and opinions of the speakers, must not be relied on for the purposes of any investment decisions and is not to be interpreted as investment advice.
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Episodes
Monday Jul 31, 2023
Monday Jul 31, 2023
Inflation – is it now finally rolling over?
Is the recession cancelled or postponed? Scroll to 9 minutes 33 seconds.
Are equity growth prospects solely down to technology and AI, or can progress be broadened out? Scroll to 18 minutes 10 seconds.
What is the bond market telling us? Scroll to 25 minutes 50 seconds.
What changes have we made or plan to make at portfolio level? Scroll to 30 minutes 39 seconds.
Wednesday Jul 05, 2023
Wednesday Jul 05, 2023
In this episode, I sat down with Tom Davey, Director of the Norfolk based financial advice practice Tom&Co. Tom is currently taking the ASHL Academy Chartered Level Six Programme. As you'll soon hear, it's been a very busy year for Tom, but with the flexible learning styles and available support through the Academy, Tom has been able to balance the necessary learning time with everything else he has been working on.
Friday Apr 28, 2023
Friday Apr 28, 2023
Investment Proposition Manager for the ASHL Group of Companies, James Smith, covers off the key changes required to your CIP to make it Consumer Duty ready. James looks at provider assessment of value reports, target market descriptions, the four consumer outcomes and client vulnerability. Other topical matters are discussed along with best practice considerations.
Tuesday Dec 20, 2022
Tuesday Dec 20, 2022
Our final Rockhold Podcast of the year. Check out the chapter timings below for specific themes featured in this month's Podcast. Thanks to all of our subscribers and see you again in 2023.
2022 has been a year of “the great reset”? Scroll to 33 seconds.Is fixed income a buy yet? What about equity markets? Scroll to 7 minutes 59 seconds.2023 prognosis? Scroll to 12 minutes 46 seconds.Portfolio updates and news? Scroll to 16 minutes 40 seconds.What investment related book can you recommend to listeners for the holiday season? Scroll to 18 minutes 19 seconds.
Tuesday Nov 29, 2022
Tuesday Nov 29, 2022
In this series of blogs and podcasts, we speak to principals and advisers from the AR firms of both Lyncombe and Sense Network. This series was created to give our firms an opportunity to introduce themselves, discuss what's on the horizon and get a sneak peek into what keeps them busy outside of financial planning.
Thursday Nov 03, 2022
Thursday Nov 03, 2022
Click here download "The Great Normalisation" guide.
Our latest ASHL Media Podcast has been added to the ASHL media channel, featuring the current market views of Rockhold’s MPS partner, Alpha Beta.
Friday Aug 26, 2022
Friday Aug 26, 2022
In this episode of the Rockhold Podcast we ask whether inflation has peaked in US and what’s the prognosis for UK? US rates reached neutral according the Federal Reserve – are there more hikes to come and what about US dollar strength? Treasury yields have been trending lower again – what are the risks? Soft landing, hard landing or crash landing? Favoured investment themes? Changes to portfolios?
Only on the Rockhold Podcast
Tuesday Jul 19, 2022
Tuesday Jul 19, 2022
Weclome to the latest podcast from Rockhold, featuring the current market views of Rockhold’s MPS partner, Alpha Beta. Today's topics: What happened to so-called diversification benefits in recent market falls? Has inflation peaked? Short term rates have further to go but long term rates appear to be falling already? Is that correct? Markets are an efficient discounting mechanism – but what does that mean? A recession looks likely – a technical one or something altogether more real?
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The ASHL Group of Companies is the home to a growing community of modern financial planners, where we believe that there is no one-size-fits-all approach to advice. Whether it's your advice proposition or ours, we provide the rails on which your company runs, so that you can concentrate on hollistic financial planning for your clients.
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