Webinars

Watch On Demand: Navigating a new era for investors under President Trump

calendar icon 01 July 2025
time icon 1 hour

In this on demand webinar, we look at how investors can keep costs down and overcome the challenges associated with investing passively

Recent years have seen investors flock to passive in search of higher returns at lower cost, but how robust are these strategies looking ahead?  

With the US making up close to 70% of market cap and just a small number of stocks dominating the S&P 500, concentration risk means portfolios could be left vulnerable to potential losses if stock values decline.  

Join our upcoming CPD webinar where our Chief Investment Officer, William Marshall will provide insight into the risks faced by passive investors and share thoughts on how these can be combatted to offer a more resilient investment approach whilst keeping costs low for your clients. 

Kate Rainbow, Head of Key Accounts, will be joined by William to discuss:  

  • What next for markets - understand the current environment and key considerations for investors as they look ahead to the future.
  • Common pitfalls of passive investing - how these can be overcome to offer a more robust approach whilst keeping costs low.
  • Challenges of communicating with clients - how technology and written communications can be used to demonstrate  Advisers’ value to clients.

Watch on demand

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