Commentary & Insights

Pt 1: Philip Seager Speaks on The Most Important Thing Podcast

On 22nd October 2026, Philip Seager, CFM’s Head of Portfolio Strategy, spoke on The Most Important Thing Podcast.

 

Watch the full video here.

Part 1

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Any statements regarding market events, future events or other similar statements constitute only subjective views, are based upon expectations or beliefs, involve inherent risks and uncertainties and should therefore not be relied on. Future evidence and actual results could differ materially from those set forth, contemplated by or underlying these statements. In light of these risks and uncertainties, there can be no assurance that these statements are or will prove to be accurate or complete in any way. All opinions and estimates included in this document constitute judgments as at the date of this document and are subject to change without notice. CFM accepts no liability for any inaccurate, incomplete or omitted information of any kind or any losses caused by using this information. CFM does not give any representation or warranty as to the reliability or accuracy of the information contained in this document. The information provided in this document is general information only and does not constitute investment or other advice. The content of this document does not constitute an offer or solicitation to subscribe for any security or interest. The interviewer selected the graphs and images; CFM was not involved in that decision.