In this latest discussion, Martin Crabb (CIO, Shaw and Partners) joins Senior Private Wealth Advisers Brendon Gleeson and Peter Simpson to unpack:

Key takeaways from reporting season – where earnings surprised and where margins are under pressure
The recent tech sell-off – valuation reset or structural shift?
The real economic impact of AI – capex cycles, productivity and market concentration
Commodities and the long-term outlook for gold in a world of fiscal expansion and geopolitical risk

With markets increasingly concentrated and dispersion widening, the discussion explores why broad index exposure is no longer a one-size-fits-all solution, and where active management can add value through security selection, risk management and thematic positioning.

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