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Perspectives
Infundly Perspectives is a space for thoughtful, commentary on portfolio building, markets, funds, and investor behaviour. We focus on frameworks over forecasts, exploring how narratives shape investing, why discipline matters, and where opportunity meets risk. These articles are built to give you insight you can actually use, helping you navigate markets with more confidence and less hype
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November 2025 Market Trends: A Month of Policy Repositioning and Defensive Rotation
November’s narrative blended political theatre, fiscal stability, and a subtle recalibration of global risk appetite, shifting from early-month optimism toward mid-to-late-month caution and volatility. The UK’s budget saga dominated domestic headlines, but markets were more focused on shifting expectations for interest-rate cuts, slowing wage growth, and a stubbornly weak productivity outlook. Meanwhile, the U.S. economy remained firm.
Sheridan Admans
7 days ago1 min read
The Month Investors Fear - 4 Portfolio Takeaways from October
October is notorious for market scares, but this year, it rewarded patience, balance, and conviction. Here’s what our portfolios revealed when fear gave way to performance.
October has a reputation for keeping investors on edge, and with good reason. From 1907 to 2008, it’s been home to some of the market’s sharpest shocks. But this year, the ‘scariest month in markets’ flipped the script.
Sheridan Admans
Nov 101 min read
October 2025 Market Trends: A Soft Landing Takes Hold
October extended the year’s upbeat tone, with global data pointing firmly toward a soft landing for the world economy. Inflation continued to ease, central banks trimmed rates, and investors embraced the idea that slower growth doesn’t have to mean recession. The result: another strong month across asset classes, with global equities rising, and the MSCI World Index hitting a fresh record high.
Sheridan Admans
Nov 61 min read
Benchmarking That Isn’t Bogus
Have you ever looked at a fund’s performance and thought, ‘That looks good… but compared to what?’ That simple question lies at the heart of investing. Without context, numbers can mislead. A fund might show strong returns, but unless you know what it’s being measured against, you can’t tell if it’s skill or just luck.
Sheridan Admans
Oct 301 min read
Skin in the Game: Why It Matters When Managers Invest Alongside You
It’s specific, relevant, and naturally fits both search intent and your voice. Retail investors searching “fund manager skin in the game,” “do fund managers invest their own money,” or “alignment of interest funds” will find this article.
Sheridan Admans
Oct 301 min read
AI vs Value
Lately, the IMF (International Monetary Fund) and other market watchers have sounded a familiar note of caution: a handful of mega-cap US tech firms, the so-called ‘Magnificent Seven’, have grown to dominate both headlines and portfolios. Nvidia, Tesla and their peers have powered much of the market’s gains. But they’ve also concentrated risk.
Sheridan Admans
Oct 211 min read
5 Investing Lessons Every Great Fund Manager Learns Early
Some investing lessons only sink in after you’ve lived through them. A sharp market drop. A position you were certain about turning against you. That “can’t miss” tip that never delivered.
Experience can be a brilliant teacher. But it can also be an expensive one.
The good news is that the principles seasoned fund managers rely on aren’t locked behind spreadsheets or jargon. They’re practical, human, and surprisingly accessible.
Sheridan Admans
Oct 201 min read
Is It Time to Look Beyond the US Market?
If your investments feel “diversified,” there’s a good chance they’re still heavily tied to one story: the US stock market. With valuations well above historical averages and the “Magnificent 7” dominating index performance, many investors may be more exposed to concentration risk than they realise. Whether you invest through a passive global tracker or active funds, understanding how much of your portfolio leans on a single market can make a real difference to your long-term
Sheridan Admans
Oct 151 min read
Is Now the Time to Add Gold or Silver to Your Portfolio?
Markets are uneasy again. Inflation hasn’t vanished, interest rates remain a moving target, and global debt is pushing new records. In moments like these, investors often turn back to something timeless — gold and silver.
Whether you’re new to investing or already building a balanced portfolio, understanding how precious metals behave — and why they matter — can help you make more confident, long-term decisions. They’re not about chasing quick returns, but about preserving v
Sheridan Admans
Oct 61 min read
September 2025 Market Trends: What Investors Missed
If you’re an investor trying to make sense of market noise, September offered a valuable reminder: policy signals move markets long before political headlines fade. The month showed how a single shift in monetary tone can reset global risk appetite — from Wall Street to emerging Asia — and why diversification is becoming strategic again, not just defensive.
Sheridan Admans
Oct 61 min read
Shariah Investing: Values-Driven Finance
Shariah investing isn’t just for people of Islamic faith, it’s about aligning money with values. Whether you care about ethics, sustainability, or responsible finance, Shariah funds offer a framework that screens out harmful industries while focusing on businesses with clearer governance and healthier balance sheets. For faith-driven or values-driven investors alike, it’s a way to ensure your money works in line with your principles.
Sheridan Admans
Oct 31 min read
Why Fund Manager Philosophy Matters for Investors
When you invest in a fund, you’re not just buying a collection of stocks or bonds, you’re buying into a fund manager’s way of thinking. Their philosophy shapes every decision: what risks they take, which assets they choose, and how they respond to market turbulence. Understanding that philosophy helps you see whether their compass points in the same direction as your goals.
Sheridan Admans
Oct 31 min read
How to Choose the Right Investments for Your Portfolio
If you’re starting out, building a portfolio can feel overwhelming. It’s not about picking the ‘hottest’ funds. It’s about creating the right mix of investments that fit your goals, timeline, and comfort with risk, so your money works for you, not against you.
Sheridan Admans
Oct 31 min read
Fund Selection Guide: How to Choose the Right Investments
Choosing the right fund can feel like navigating a maze, performance tables, glossy marketing, and endless acronyms, but little clarity on what really matters. Whether you’re building your first portfolio or refining one you’ve managed for years, a solid fund selection guide can help you see past the noise and make confident choices.
Sheridan Admans
Oct 31 min read
Investor Psychology: How Emotions Shape Market Decisions
Markets don’t just move on numbers, they move on emotions. From loss aversion and overconfidence to the herd effect, investor psychology shapes decisions more than we realise. This series explores how to spot your own biases, stay disciplined, and keep long-term goals in focus when emotions threaten to take over.
Sheridan Admans
Oct 31 min read
Investment Portfolio Building Blocks: Risk, Diversification, Costs
Building an investment portfolio doesn’t have to feel like standing at an endless buffet of funds and ETFs with no idea where to begin. From risk and diversification to costs and fund structures, this guide breaks down the essential building blocks so you can start investing with clarity and confidence.
Sheridan Admans
Oct 31 min read
Beginner’s Guide to Building an Investment Portfolio: Risk, Diversification & Fund Choices Explained
Beginner investors face an overwhelming choice of funds, ETFs, and trusts — but where do you start? This guide to investment portfolio basics breaks down risk, diversification, costs, and fund selection, giving you the clarity to build a portfolio that matches your goals and time horizon.
👉 Ready to take the first step toward building your own portfolio?
Sheridan Admans
Oct 31 min read
Investing with Values: Aligning Portfolios with Beliefs
Investing isn’t just about returns, it’s about building a values-based portfolio that reflects who you are. From sustainable and impact funds to exclusions and Shariah investing, this guide explores how to align your money with your principles, giving you both financial growth and peace of mind.
👉 Would you prioritise avoiding sectors, backing positive change, or following a broader philosophy?
Sheridan Admans
Oct 31 min read
Macro Snapshot – August 2025
Shifts in policy, trade drama, and what it all means for your money August is usually a quieter month in markets, with many traders and...
Sheridan Admans
Sep 41 min read
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