Back to insights

View all insights

Bassline Episode 21

Dave is joined by Lance Peltz, Head of Investments at Cavendish Ware and by special guest Rory Maguire from our investment partner, Fundhouse.

Listen to a candid discussion on the state of the economy in the wake of “Liberation Day”, the real impacts of US tariffs, shifting market sentiment, and the delicate balance between economic forecasts and investment decisions. From the dominance of mega-cap tech stocks to the volatility of crypto, the conversation explores how uncertainty, valuations, and investor behaviour are shaping portfolios — and what AI, jobs data, and global politics might mean for the future.

If you have any questions or would like to discuss any of the topics raised further, please contact us through your usual contacts.

Explore Our Latest Insights

Stay informed with our recent articles and updates.

View more insights

View all insights

Investment updates

Market Commentary Q1 2026

The year started on a positive note with investors expecting both strong earnings growth in most sectors and regions, and further, modest interest rate cuts despite sticky inflation. The rotation out of the US equities and into other regions, notably Asia and Emerging markets which offered better valuation characteristics continued.

Bassline Episode 25

In this special “Situation Update” episode, Lance Peltz unpacks the rapidly evolving global landscape and its economic implications. With no clear end in sight, this episode provides a sharp, sober view of markets in flux - and the deeper structural shifts shaping the global order.

Investment updates

Initial impact of the US-Iran conflict

Over the weekend (and continuing as we type), the United States and Israel launched coordinated military strikes against Iran, targeting missile infrastructure, air defence systems and senior political and military leadership.

Bassline Episode 24

In this special episode, the roles are reversed as Adrian takes the interviewer’s seat to speak with Dave about a subject that is both deeply personal and increasingly relevant: neurodiversity, late ADHD diagnosis, and the profound impact this can have on our relationship with money. Dave reflects on being diagnosed with ADHD later in life, prompted initially by his children’s experiences and a growing realisation that many lifelong patterns finally had an explanation.