Bassline Episode 9

In this episode, Dave Wallace sits down with Cavendish Ware advisers Mat Bonney and Jenny Earl to unravel one of the most misunderstood areas of financial planning: trusts.

If Q2 was defined by tariff shocks and political theatrics, Q3 has been shaped by a truce between markets and policymakers. Investors entered the quarter braced for escalation but were instead rewarded with an “everything and everywhere” bull market.

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

Volatility remained a defining feature in Q2, as markets digested the economic and political fallout from President Trump’s aggressive tariff announcements on “Liberation Day” in early April.