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.
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