Episodes
Thursday Nov 03, 2022
Rockhold: The Great Normalisation | A reflection on 2022 and the forward view
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
Rockhold: Soft landing, hard landing, crash landing?
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?
Thursday Jun 09, 2022
Rockhold: A Difficult Year For Bond Investors?
Thursday Jun 09, 2022
Thursday Jun 09, 2022
Join Andrew Thompson, John Reynolds and Asim Javed from Rockhold’s MPS partner Alpha Beta, as they discuss recent portfolio changes, Bond yield considerations, recessionary pressures and more.
Find out more at rockholdinvest.co.uk
Monday May 16, 2022
Shareholder Protection - Making Business Protection Personal | Vitality
Monday May 16, 2022
Monday May 16, 2022
It is normal business practice for a company to mitigate the risks they may face but so often they overlook the impact of the loss of a co-owner. Indeed, 41% of surveyed business owners say they have never considered the risk, yet the impact of not having the rules and a framework in place can be the same as an individual dying intestate. We discuss the importance of shareholder protection and take you through, step by step, the most common solutions used when creating shareholder protection arrangements. We will also delve a bit deeper, looking at areas which can differentiate you from the pack, including how you can tailor solutions to be IHT efficient and creating bespoke agreements for when a husband or wife hold a position as a minority/non-working shareholder.
Monday May 16, 2022
Monday May 16, 2022
In this webinar we'll be taking a deep dive into the world of income protection insurance (IP). We'll be covering why this protection product is so important for clients, particularly now given the economic climate, and covering who IP is suited to and how you can introduce IP into your conversations with clients. We'll also be highlighting sales tools to support those conversations
Monday May 09, 2022
Monday May 09, 2022
Join Andrew Thompson, John Reynolds and Asim Javed from Rockhold’s MPS partner Alpha Beta, as they discuss recent portfolio changes, the continued impact of the war in Ukraine on markets as well as thoughts on possible future changes to portfolio bond duration exposure. They also discuss central bank policy and the impact on individual equity sectors.
Friday Mar 19, 2021
Pricing In Context with Brett Davidson: Part 3: The Perfect Pricing Strategy
Friday Mar 19, 2021
Friday Mar 19, 2021
We recently asked financial advice business consultant Brett Davison (FP Advance) to deliver three webinars to our membership, covering everything from pricing consideration to implementation.
To find out more about the CPD available through our Development Programme, get in touch today.
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Rockhold Asset Management | Lyncombe Consultants | Sense Network
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