z-kolkiemz-kolkiem

Investment insights

Stay up to date with financial markets and how we position portfolios, as well as understand how we manage money. We think our approach is very relevant in today’s ever changing world.

Find out more

Investing is important if you want to achieve your wealth goals, and particularly the medium term goals (i.e. five to ten years away), as well as the longer term goals (i.e. ten years plus). We believe in goals-based investing, not least as it leads to better outcomes for clients.

Investment management is one of our three key services to help our clients:

Investing

Options for uncertain investors

19 Oct

   |   7½ mins

Many clients hesitate to invest. They have often realised the reasons why, but want to hold back given we live in uncertain times. Rebecca Cretney highlights the points she raises in her conversations, as well as the advantages and disadvantages for the options to be considered.

Investing

The week in review

19 Oct

   |   5½ mins

The week of 11 October saw inflation increase higher than had been expected in the US and raised the prospects of action by the Federal Reserve in its November meeting. Meanwhile, growth forecasts for developed markets were cut slightly as supply chain issues continue.

Investing

September's investment market commentary

18 Oct

   |   2 mins

During September, the economic and corporate environment remained positive, however some equity sectors are beginning to look fully valued.

Investing

The week in review

12 Oct

   |   5½ mins

The week of 4 October saw persistent inflation amid signs of slowing economic growth, with fears of stagflation stoked. While the US announced a disappointing new job number for September, but a fall in unemployment.

Investing

Quarter end investment webinar: navigating the brave new world

7 Oct

   |   45 mins

Rebecca Cretney was joined by Tom Caddick on 7 October at 12.30pm UK time to discuss recent trends in financial markets, how these might affect investors in the coming months, and how our portfolios are positioned to respond.

Investing

The week in review

5 Oct

   |   5½ mins

The week of 27 September saw inflation data in Europe surprising on the upside on the back of surging energy prices and ongoing global supply issues. It comes as central banks signal that interest rate increases are more likely sooner.

Investing

The week in review

28 Sep

   |   4 mins

The week of 20 September saw some signs of a deceleration in the growth momentum across both Europe and the US, as supply chain issues continued to limit the goods and services available to meet surging post-pandemic demand.

Investing

The week in review

21 Sep

   |   6 mins

The week of 13 September saw global markets mostly down due to continued concerns for inflation and concerns over economic growth. US inflation figures came in lower than expected, while UK inflation jumped to its highest level since 2012.

8 July | ONLINE

Quarter end investment webinar: what's happening with inflation?

As lockdown restrictions continue to ease around the world and the global vaccination programme gathers pace, markets have turned their attention to life post the pandemic. However, the optimism with regard to global growth is giving way to concerns that inflation may spike for the foreseeable future, despite the assurances from the Federal Reserve.

in a 45 minute webinar, David McFadzean, head of wealth management, joined  Tom Caddick, chief investment officer, to discuss recent trends in financial markets, how these might affect investors in the coming months, and how our portfolios are positioned to respond.

In particular, the conversation focused on the impact inflation might have on markets should the price increases become more entrenched. We also flagged the role of alternative investments in portfolios and why they are of increasing importance, with the  discussion also encompassing the types of alternative investments we hold and our view on Bitcoin.

Search suggestions