Lincoln Podcast – March 2026

In this episode, Fred Hervey (CIO) and Michael Horsey (Co-Head of Advisory & Portfolio Manager) cover recent geopolitical developments and their implications for markets, including events in the Middle East, Japan and Venezuela. The conversation explores potential inflation and central bank responses, alongside the evolving backdrop for global equities. It also outlines the key drivers behind recent portfolio performance, highlighting the broadening of market returns beyond the US, the role of diversification, and opportunities in regions such as Japan, the UK and select commodity exposures.