Market Matters with Charlotte Yonge

Troy
Video & Podcast
07 August 2025
< 1 min
Listen here

Charlotte Yonge, Co-manager of Personal Assets Trusts joins David Brenchley on the latest episode of Kepler’s Trust Intelligence Market Matters.

Charlotte discusses the thinking behind recent allocation decisions within the Personal Assets Trust — including an increase in equity exposure and positioning in US TIPS and gold bullion. She also shares her perspective on bitcoin and the importance of building resilient portfolios in today’s uncertain world.

The conversation also highlights Charlotte’s role as co-founder of GAIN (Girls Are Investors), and the charity’s mission to improve gender diversity across the investment industry.

Listen here.

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