Wealth DFM Talk
Wealth DFM Talk
Podcast Description
Wealth DFM Talk is the monthly podcast for UK wealth managers and DFMs.
Each month, we chat with leading voices in the industry exploring market movements, macro trends and how the latest thinking is impacting portfolio construction, risk and return.
Podcast Insights
Content Themes
The podcast focuses on market movements, macro trends, and the implications for portfolio construction, risk, and return. Specific episode examples include a deep dive into global market conditions with prominent figures like Columbia Threadneedle Senior Economist Anthony Willis, addressing topics such as US-China trade relations and opportunities in UK equities.

Wealth DFM Talk is the monthly podcast for UK wealth managers and DFMs.
Each month, we chat with leading voices in the industry exploring market movements, macro trends and how the latest thinking is impacting portfolio construction, risk and return.
In this month’s episode of Wealth DFM Talk, we unpack how global tensions are shaping the investment landscape in real time. Joining us to do this is Rob Burdett, Head of Multi-Manager Solutions at Nedgroup Investments.
With geopolitical risks rising and markets reacting, it’s easy for investors to feel pulled between caution and opportunity. Together, we explore what history tells us about navigating uncertainty and whether those lessons still hold in today’s environment.
Rob also reveals how to stay grounded in long-term strategy while acknowledging the pressures of short-term volatility. And with growing concerns around inflation and the possibility of stagflation, Rob outlines what it really means to protect returns right now.

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