https://LPIO.podbean.com The Lincoln Podcast

]]> Thu, 07 Aug 2025 14:16:00 +0200 https://podbean.com/?v=5.5 en Copyright 2023 All rights reserved. Business 1440 episodic Lincoln Private Investment Office Lincoln Private Investment Office No false https://feed.podbean.com/lincolnprivateinvestmentoffice/feed.xml https://pbcdn1.podbean.com/imglogo/image-logo/16971146/LPIO_logo_2000x2000px_White_Background_002_87k9u.png https://LPIO.podbean.com 144 144 Lincoln Podcast - August 2025 https://lincolnprivateinvestmentoffice.podbean.com/e/lincoln-podcast-august-2025/ https://lincolnprivateinvestmentoffice.podbean.com/e/lincoln-podcast-august-2025/#comments Thu, 07 Aug 2025 14:16:00 +0200 lincolnprivateinvestmentoffice.podbean.com/15e77fff-c6f4-3596-aa34-bc29d9233916 In this episode Fred Hervey (Chief Investment Officer) and Louisa Carruthers (Senior Portfolio Manager) discuss the current market themes and provide an update on portfolio performance. They cover the latest macroeconomic trends and their impact on portfolio positioning, focusing on the dollar's recent weakness and its implications, the politicisation of the Fed, and developments in US trade policy.

]]> In this episode Fred Hervey (Chief Investment Officer) and Louisa Carruthers (Senior Portfolio Manager) discuss the current market themes and provide an update on portfolio performance. They cover the latest macroeconomic trends and their impact on portfolio positioning, focusing on the dollar's recent weakness and its implications, the politicisation of the Fed, and developments in US trade policy.

]]> Lincoln Private Investment Office false No 666 5 full Lincoln Podcast - February 2025 https://lincolnprivateinvestmentoffice.podbean.com/e/lincoln-podcast-february-2025/ https://lincolnprivateinvestmentoffice.podbean.com/e/lincoln-podcast-february-2025/#comments Fri, 21 Feb 2025 16:48:30 +0100 angusholmes.podbean.com/ee0797a7-26f6-3472-b5dc-ee3e6f8f7222 In this episode of Lincoln’s Investment Podcast, Portfolio Manager Louisa Carruthers and CIO Fred Hervey discuss the current key themes running through portfolios. They explore opportunities in small-cap equities, the shifting dynamics in Emerging Markets, and the outlook for Europe and Japan. The conversation also covers fixed income positioning, the impact of higher-for-longer interest rates, and our views on commodities and gold as diversifiers in the current market environment.

]]> In this episode of Lincoln’s Investment Podcast, Portfolio Manager Louisa Carruthers and CIO Fred Hervey discuss the current key themes running through portfolios. They explore opportunities in small-cap equities, the shifting dynamics in Emerging Markets, and the outlook for Europe and Japan. The conversation also covers fixed income positioning, the impact of higher-for-longer interest rates, and our views on commodities and gold as diversifiers in the current market environment.

]]> angusholmes false No 457 4 full Lincoln Podcast - September 2024 https://lincolnprivateinvestmentoffice.podbean.com/e/lincoln-podcast-september-2024/ https://lincolnprivateinvestmentoffice.podbean.com/e/lincoln-podcast-september-2024/#comments Tue, 03 Sep 2024 11:25:16 +0200 angusholmes.podbean.com/98a56fd2-3911-3625-b7cd-d3d3441413dd The latest podcast from the Investment Team at Lincoln in which Louisa Carruthers, Portfolio Manager and Fred Hervey, CIO, answer some client questions we have received over the summer. They cover recent volatility in markets, the outlook for Emerging Market equities and the upcoming US election.

]]> The latest podcast from the Investment Team at Lincoln in which Louisa Carruthers, Portfolio Manager and Fred Hervey, CIO, answer some client questions we have received over the summer. They cover recent volatility in markets, the outlook for Emerging Market equities and the upcoming US election.

]]> angusholmes false No 558 3 full Lincoln Podcast - February 2024 https://lincolnprivateinvestmentoffice.podbean.com/e/lincoln-podcast-february-2024/ https://lincolnprivateinvestmentoffice.podbean.com/e/lincoln-podcast-february-2024/#comments Tue, 20 Feb 2024 16:41:27 +0100 angusholmes.podbean.com/829be4e8-17af-31b6-b0d5-1bbf53e794bc Lincoln Private Investment Office present their latest podcast from the Investment Team in which Fred Hervey, CIO and Louisa Carruthers, Portfolio Manager, answer some commonly asked questions by our clients. Among various topics, they discuss the importance of bond market signals, the outlook for US equities and the best opportunities currently on offer across global equities.

]]> Lincoln Private Investment Office present their latest podcast from the Investment Team in which Fred Hervey, CIO and Louisa Carruthers, Portfolio Manager, answer some commonly asked questions by our clients. Among various topics, they discuss the importance of bond market signals, the outlook for US equities and the best opportunities currently on offer across global equities.

]]> angusholmes false No 659 2 full Lincoln Podcast - August 2023 https://lincolnprivateinvestmentoffice.podbean.com/e/lincoln-podcast-august-2023/ https://lincolnprivateinvestmentoffice.podbean.com/e/lincoln-podcast-august-2023/#comments Fri, 11 Aug 2023 10:30:42 +0200 angusholmes.podbean.com/f17e0a23-ca13-37ed-a15f-225dc085d45b The latest podcast from the Investment Team in which Louisa Carruthers, Portfolio Manager at Lincoln, interviews our CIO, Fred Hervey. They discuss recent market developments and our current views on topics including UK equities, upcoming elections and the outlook for global economies going forward.

]]> The latest podcast from the Investment Team in which Louisa Carruthers, Portfolio Manager at Lincoln, interviews our CIO, Fred Hervey. They discuss recent market developments and our current views on topics including UK equities, upcoming elections and the outlook for global economies going forward.

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