The Polestar Podcast · 2025-10-15 · 23 min
Episode Highlights Strong YTD for equities: Clients who stayed invested captured the 2025 bull market. Valuations are high, but room remains: Tech/AI leadership and retail flows can still support gains. The market and the economy don’t move in lockstep: Softer labour data and mixed inflation don’t directly dictate stock moves. Rates are uncertain: One cut behind us; future cuts are data-dependent - plan, don’t predict. Gold’s big run: Keep it as a diversifier; consider trimming profits rather than overweighting it. ...and more. About the Guest - Keith Allan Keith Allan is a Portfolio Manager with Harness Investment Management. Harness has engaged in a strategic partnership with VELA Wealth and provides discretionary portfolio management for many of VELA’s clients. With more than 15 years of buy-side investment management experience, Keith brings a wealth of knowledge and experience to provide insight and guidance to clients regarding their investment portfolios. At Harness, Keith is responsible for developing and maintaining investment portfolios for VELA clients. To learn more, please visit Harness Investment Management team page .
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