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February 2, 2024

The Expat Investor Podcast - Ep 30

Episode 30: Market Review And Outlook With Jabir Sardharwalla - Planning On Purpose With Paul Butler

After a break towards the end of last year, we are delighted to welcome back Tom Pewtress and the Expat Investor Podcast.  For the first episode of 2024,  Head of Technical and Global Partners at Skybound Wealth Tom Pewtress welcomes two guests- Skybound Capital’s Chief Strategist Jabir Sardharwalla and Senior Financial Planner Paul Butler.

In the podcast, we reflect on 2023 briefly and then look forward at 2024 in terms of what we can expect from markets and the wider picture.

Market Review And Outlook With Jabir Sardharwalla

  • Look back at 2023 – Winners and Losers
  • Outlook for 2024 
  • A big topic this year 
  • How, if at all, do these factors change your view on asset allocation, portfolio makeups, etc.?  

Planning On Purpose With Paul Butler

  • Planning on Purpose
  • Budgeting – The Three Envelopes
  • The Bigger Picture
  • Set it, Automate it
  • Reviewing your plans
  • Where are you vulnerable?

For anyone who's looking to build some accountability into their financial plan this year please do feel free to reach out to Paul or any one of the team here at Skybound Wealth. It's been great to have you along today and we look forward to seeing you again soon.

About Our Guests

Jabir Sardhawalla is an accomplished and highly regarded professional serving as the Group Chief Investment Strategist at Skybound Capital. With a stellar track record in the financial industry, he plays a pivotal role in shaping the investment strategies of the organisation.

Paul Butler is a senior financial adviser at Skybound Wealth who has 30 years’ experience both in the UK and Middle East providing independent, holistic financial planning and advice to enable clients to build a coherent, joined up financial plan that makes sense and empowers clients to achieve the future they desire, while having some fun along the way!

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Disclosure

This was recorded on the 29th January 2024 and all information was correct at the time of recording. As always this podcast is for educational purposes only and is not a personal recommendation. If you’re unsure what’s right for you, you should seek advice. Past performance isn’t a guide to the future, and investments rise and fall in value so you could get back less that you invest.

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