Zahra Ward-Murphy: Strategist at Absolute Strategy Research

In this episode of Why Invest? host, Luke Hyde-Smith, speaks with Zahra Ward-Murphy, Strategist at Absolute Strategy Research (ASR).

The conversation explores why ASR currently favours a modest equity overweight, the resilience of US growth, and how regime shifts in policy, inflation, and credit supply are reshaping portfolio construction. Zahra also discusses the case for a “real asset revival”, from gold and infrastructure to the role of industrial metals in the energy transition, AI, and defence.

She reflects on navigating today’s policy-driven markets, the challenges of diversity in finance, and why copper may be one of the most compelling long-term investments for the decade ahead.

This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

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The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.

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