Dollars and Dirhams

Why Market Concentration Is Shifting and What Comes Next | Benjamin Jones, Invesco

Dollars & Dirhams, Episode 25 Sumeet Gill sits down with Invesco’s Global Head of Research for a conversation that moves from gold and precious metals to US equity concentration, Middle East diversification, AI in investment research, and what a sensible 10-year portfolio looks like right now. No forecasting theatre. No soft answers. Just a clear-eyed read on where the evidence points. Guest: Benjamin Jones, Global Head of Research | Invesco Host: Sumeet Gill, Vice President, Investments | Continental WHAT WE COVER 🔹Gold and precious metals in 2025: why reserve managers are building positions, what the shift away from US Treasuries actually means, and where Benjamin Jones sees gold, silver, and copper prices heading into 2026 🔹US equity concentration: the top ten S&P 500 names, slowing earnings growth in AI, and why valuation is starting to matter again after years on the sidelines 🔹The case for looking outside the US: UK, Europe, parts of Asia, and the Middle East as regions where the growth-to-valuation ratio is more compelling today 🔹Private equity, alternatives, and the breakdown of traditional correlations between asset classes 🔹AI in investment research: where it genuinely helps, where it produces convincing nonsense, and why critical thinking is still the edge a good analyst has 🔹Building a 10-year portfolio today: valuation tilt, defence spending exposure, inflation-resilient assets, and the value of having skin in the game NOTES AND DISCLAIMER This episode is a general discussion for informational purposes only. Nothing shared here constitutes financial advice, a solicitation, or a recommendation to buy or sell any asset. Investment outcomes vary by individual circumstances, jurisdiction, and market conditions. Regulatory and underwriting conditions differ across regions. Always consult a qualified financial adviser before making investment decisions.

Inside Manulife Global HNW, The GCC Shift and the Future of Underwriting

Dollars & Dirhams, Episode 23 The GCC is becoming a base for high-net-worth wealth, and insurance is evolving with it. In this episode, Abhishek Datta (Vice President, Continental) speaks with Mark Bensman (Chief Distribution Officer, Manulife Global High Net Worth) about what is changing in how high-net-worth families think, plan, and execute. We cover 🔹Why the GCC is now a major growth engine for high-net-worth planning 🔹What it takes to place large cover at the top end 🔹How AI is changing underwriting, and the buying experience Notes This episode is for general discussion and educational purposes. It is not financial advice. Product availability and terms vary by jurisdiction and underwriting.

How to Make Your Money Work for You

Bad financial decisions can cost you years. The right ones? They can change your life. In this episode, Adnan Raj, Relationship Manager at Continental, sits down with Kevin Sebastian, Creative Director at Audire Media, to break down money myths, smart investments, and how to stay ahead financially. Host: Adnan Raj, Relationship Manager at Continental. Guest Speaker - Kevin Sebastian, Creative Director at Audire Media

Breaking Stereotypes with Meeta Gupta

Why are women some of the best investors but still hesitate to take charge of their finances?  In this episode of Dollars & Dirhams, Meeta Gupta, Founder & CEO of Moolah Literacy, sits down with Sumeet Gill, VP of Investments at Continental, for a no-nonsense talk about:  ✔️The hidden edge women have in investing  ✔️How to bridge the confidence gap in financial decisions  ✔️Breaking cultural barriers & changing mindsets  ✔️The real impact of financial literacy on women’s lives This isn’t just a money conversation—it’s a movement.

The Battle She Didn’t See Coming And the Choices That Saved More Than Her Life

What happens when life throws you into a battle you never imagined? Deliane's story isn't just about breast cancer; it's about the moments no one prepares you for and how a few critical choices can protect not just your health but also your family, your finances, and your future. This is more than a story of survival. It's a call to think beyond the 'what ifs' and ensure you're ready, no matter what life brings. 💗 Listen in, feel inspired, and take away lessons that could change how you protect what matters most. And if you believe stories like this need to be heard, subscribe and ring the bell. We share more human stories that matter.