Economic activity continues to pick up around the world but, while vaccination programmes have progressed in many countries, the lingering presence of the Delta variant of COVID-19 remains a concern, particularly in emerging markets. Inflation has spiked as the post-pandemic surge in demand and related supply chain issues have elevated prices, however, the view from central banks is that this will be transitory. The key question remains how the economic recovery will survive as the global monetary policy that has supported markets through the pandemic is gradually withdrawn.
In a 30-minute webinar, with an additional 15 minutes set aside for questions, Rebecca Cretney, investment counsellor, was joined by 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.
Our discussions focused on global dynamics and how the economies around the world are looking as we emerge from the pandemic. We considered how these changes are impacting the way we approach diversification and the management of risk in our portfolios. The conversation also touched on environmental, social and governance (ESG) issues and the way these are integrated into our investment decisions. Finally, they looked at private equity and the role it can play in a diversified portfolio.
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Clients of Nedbank Private Wealth can get in touch with their private bankers to understand how their portfolios are responding to market events, or answer any questions prompted by the webinar. You can also call +44 (0)1624 645000 and speak to one of our client services team.
If you would like to find out more about how we can help you manage your investments, please also contact us on the same number as above. Or you can get in touch using the links to the forms towards the end of this page.
The value of investments can fall, as well as rise, and you might not get back the original amount invested. Exchange rate changes affect the value of investments. Past performance is not necessarily a guide to future returns. Any individual investment or security mentioned may be included in clients’ portfolios and is referenced for illustrative purposes only, not as a recommendation, not least as it may not be suitable. You should always seek professional advice before making any investment decisions.
About the author
Rebecca Cretney
Rebecca joined Nedbank Private Wealth in May 2004 having moved to the Isle of Man from Barcelona to pursue a course in Business Studies with the Isle of Man Business School. She worked as a private banker until 2019, when she was appointed to the role of investment counsellor. Rebecca now focuses exclusively on supporting private bankers in conversations with their clients, providing technical investment expertise where more complex portfolio requirements exist. She also provides coaching and training for the private banking teams on a wide range of subjects surrounding investment and advice. In addition, Rebecca chairs the bank’s Investment Committee.
Rebecca is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.
Learn moreBiography
Rebecca joined Nedbank Private Wealth in May 2004 having moved to the Isle of Man from Barcelona to pursue a course in Business Studies with the Isle of Man Business School. She worked as a private banker until 2019, when she was appointed to the role of investment counsellor. Rebecca now focuses exclusively on supporting private bankers in conversations with their clients, providing technical investment expertise where more complex portfolio requirements exist. She also provides coaching and training for the private banking teams on a wide range of subjects surrounding investment and advice. In addition, Rebecca chairs the bank’s Investment Committee.
Rebecca is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.
Tom Caddick
Tom was appointed in March 2021 and brings to the table over 20 years’ investment experience. Prior to joining, he was at Santander Asset Management in London for nine years, where he was, most recently, the chief investment officer for its UK business, having previously been the global head of the multi asset division. Tom also spent several years as head of multi manager and fund selection at LV Asset Management.
Tom sits within Nedgroup Investments, a sister company, which provides investment advice, research and portfolio modelling solutions to Nedbank Private Wealth. Here, he heads up the London-based investment team. It is in this capacity that he is a member of Nedbank Private Wealth’s investment committee.
Learn moreBiography
Tom was appointed in March 2021 and brings to the table over 20 years’ investment experience. Prior to joining, he was at Santander Asset Management in London for nine years, where he was, most recently, the chief investment officer for its UK business, having previously been the global head of the multi asset division. Tom also spent several years as head of multi manager and fund selection at LV Asset Management.
Tom sits within Nedgroup Investments, a sister company, which provides investment advice, research and portfolio modelling solutions to Nedbank Private Wealth. Here, he heads up the London-based investment team. It is in this capacity that he is a member of Nedbank Private Wealth’s investment committee.