About this episode

Rajan Bansi discusses with Katherine Owen the importance of resilience in response to market volatility.

In this episode, Rajan Bansi speaks with Katherine Owen about why full defence is not the only response to volatility. They unpack market rotations, the return of AI momentum and the role of resilient holdings. You’ll hear conversation-ready context for clients weighing nerves against long-term allocation discipline. This episode was recorded on April 27, 2026.

People in this episode

Host: Rajan Bansi

Guest: Katherine Owen

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