Investment Podcast 29 – Quarterly Update

As markets adjust to shifting valuations, easing volatility, and the rapid rise of AI, James Whelan is joined by Vern du Preez (Orbis Investments) and Daniel Kelly (Viola Private Wealth) for the latest Quarterly Market Update. Together, they unpack what’s been driving markets – from gold’s resurgence and concentration risk to the opportunities emerging in small caps, biotech, and private markets. With a focus on diversification, geographic balance, and managing risk in uncertain times, this episode helps advisers cut through the noise, position portfolios for resilience, and guide clients with confidence through the next phase of the cycle.

Accreditation Points Allocation:

0.50 Technical Competence

0.25 Client Care and Practice