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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.

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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

July's investment market commentary

8 Aug

   |   2½ mins

Following a challenging first half of 2022, global equity and bond markets rallied strongly during July. Risk assets were supported by concerns over global economic growth and recessionary fears, which tempered higher interest rate expectations.

Investing

The week in review

2 Aug

   |   2½ mins

Recession – what recession? The week of 25 July 2022 saw strong rallies across most markets, in response to hints that the Federal Reserve might ease up on its rate hike programme.

Investing

The week in review

27 Jul

   |   2½ mins

The week of 18 July saw no let-up in market volatility. Economic indicators came in below expectations, as high inflation and steepening borrowing costs continued to fuel recessionary fears.

Investing

The week in review

19 Jul

   |   2½ mins

Financial markets were wrong footed on several fronts as the week of 11 July 2022 sprang a series of surprises in the form of economic indicators and central bank moves.

Investing

June's investment market commentary

18 Jul

   |   3¾ mins

June was a challenging month as many of the weakness seen in earlier months continued to affect markets, however there are signs that inflation may be coming under control once again.

Investing

The week in review

12 Jul

   |   3 mins

While political shocks dominated the news headlines, it was the publication of data showing of a gradual creep towards recession that had the most influence on the markets during the week of 4 July 2022.

Investing

Quarter end investment webinar: the outlook for global growth

7 Jul

   |   45 mins

Against a challenging background of heightened geopolitical tensions, soaring inflation and rising interest rates, David McFadzean and Tom Caddick discussed the outlook for global growth and financial markets.

Investing

The week in review

5 Jul

   |   4½ mins

Data published during the week of 27 June showed the scale of the economic changes and swings taking place, with fears of recessions globally continuing to impact investor sentiment.

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.

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