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Our latest quarterly insights
On a quarterly basis, we release our much anticipated ‘View from the CIO’ series, with market insight and updates from our investment experts.
Adam Ruddle - Macro Market Update Q1 2026
In his latest macro update, CIO Adam Ruddle reflects on a volatile start to 2026 as escalating tensions in Iran reshaped inflation and interest-rate expectations, with disruption around the Strait of Hormuz rippling beyond energy into critical global supply chains. Despite the uncertainty, he outlines why equity markets have remained resilient.Recorded on 29 April 2026
Market Perspectives: Oil Price Shocks and What Comes Next
LV= CIO Adam Ruddle is joined by BlackRock’s Nicholas Fawcett to explore how recent Middle East tensions and supply-chain disruption are influencing inflation, interest rates and market volatility - and where advisers can find opportunities amidst the noise.
Recorded on 29 April 2026
View from the CIO
Read the latest update on market movements and Smoothed Managed Fund performance.
Smoothed Managed Funds Chief Investment Officer UpdateVideo and webinar library
To watch some of our previous content, access our library of videos and webinars below.
Adam Ruddle - Macro Market Update Q4 2025
In his latest macro market outlook, CIO Adam Ruddle reflects on a quarter that saw record investor outflows amid concerns around UK fiscal policy, concentrated technology stock gains, and fears of an AI-driven market bubble. Yet, despite the noise, many equity markets delivered strong returns, reinforcing the value of diversification, active management, and disciplined investing.Recorded on 13 January 2026
Market Perspectives: A 2026 Investment Outlook
2026 is shaping up to be a year where AI, geopolitics, and policy shifts could redefine portfolios. How can advisers prepare? LV= Chief Investment Officer, Adam Ruddle, is joined by Wei Li, Global Chief Investment Strategist at BlackRock, to unpack the key themes shaping the investment landscape in 2026.
Recorded on 13 January 2026
2026 investment outlook - navigating markets for your client conversations
Explore the 2026 market outlook and hear practical insights to support your client conversations for the year ahead.
LV= investment experts are joined by Wei Li, Global Chief Investment Strategist at BlackRock, to discuss macro trends, emerging investment themes, and both tactical and strategic considerations for 2026. The session also includes an update on Smoothed Managed Fund performance in 2025, how our funds navigated market volatility, and the benefits of our five risk-rated funds for clients seeking confidence through uncertain markets.
Recorded on 27 January 2026
20 years of smoother journeys: shaping our investments strategy
Listen now to explore how our strategic asset allocation and smoothing expertise help deliver stability through changing market conditions while remaining focused on long-term growth. Markets often respond to short-term events such as the Autumn Budget, but long-term positioning is key to navigating volatility. Hear expert views on recent market reactions, how our partnership with BlackRock informs long-term strategy, and our 20-year track record of delivering smoothed investment outcomes.
Recorded on 02 December 2025
Adam Ruddle - Macro Market Update Q3 2025
What’s next for the UK economy ahead of the Autumn Budget? LV= Chief Investment Officer Adam Ruddle speaks with Vivek Paul, BlackRock’s Global Head of Portfolio Research and UK Chief Investment Strategist, to explore the key challenges shaping UK markets, from inflation and fiscal constraints to the outlook for interest rates and investor sentiment.
Recorded on 7 October 2025
Market Perspectives: Navigating UK Markets
Defying expectations and rewriting old market rules. In this quarter’s Macro Market Update, Adam Ruddle shares insights on what’s behind this year’s rally, from rate cuts and trade deals to the growing influence of AI and emerging markets.
Recorded on 7 October 2025
Market Perspectives: One year of strategic partnership
How has our strategic partnership enabled us to navigate challenging markets? LV= CIO Adam Ruddle is joined by Chris Ellis Thomas, Portfolio Manager & Lead Strategist at BlackRock, to reflect on the first year of our partnership and the strategies that have delivered strong, risk-adjusted returns for our members.
Recorded on 7 August 2025
Adam Ruddle - 2025 Mid-year Update
Join Adam Ruddle as he shares how we have navigated an environment of volatility amidst a period of tariffs, policy instability, weakening jobs data, and rising inflation in his 2025 Mid-year update.
Recorded on 7 August 2025
Market Perspectives: How AI is transforming markets
In our latest episode of Market Perspectives, our CIO, Adam Ruddle is joined by Simona Paravani, CFA, Global CIO of Solutions at BlackRock and affiliated professor at Cambridge University, to discuss how AI is transforming markets, firm practice management, and investment strategies.
Recorded on 7 April 2025
Macro Market Update: Q1 2025
In his latest video update, Adam Ruddle, Chief Investment Officer at LV=, explores three major events that disrupted early expectations for 2025 and shifted market momentum in surprising directions.
Watch the video to find out what happened, what’s been shaping the markets, and what it could mean for your clients in the months ahead.
Recorded on 7 April 2025
Market Perspectives: What megatrends might we see in 2025?
LV= CIO Adam Ruddle sits down with Devan Nathwani, Portfolio Strategist at the BlackRock Investment Institute to discuss the megatrends that could define the markets over the next twelve months and beyond.
Recorded on 14 January 2025
Macro Market Update: Q4 2024
With over 65 national elections across the globe and loose fiscal policy and threat of tariffs driving inflation in the US, the final quarter of 2024 was eventful.
Will Q1 2025 offer more of the same?
Recorded on 14 January 2025
Market Perspectives: What the US election results mean for UK investors
How have markets reacted to the new President-elect?
LV= CIO Adam Ruddle sits down with Vivek Paul, Head of Portfolio Research and UK Chief Investment Strategist at BlackRock Investment Institute, for an insight into what changes we might expect from US equities as we look to 2025.
Recorded on 12 November 2024
Macro Market Update: Q3 2024
A return to sharp market volatility over July and August, a Chinese stimulus package in September, a blockbuster UK budget in October and a set of decisive US election results in November.
LV= CIO, Adam Ruddle examines an eventful quarter in this macro market update.
Recorded on 12 November 2024
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