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Latest market updates

Read the latest insights from specialists in our Chief Investment Office

In our investment market updates hub, you can find our latest views on global financial markets.

With the combined expertise of over 80 investment personnel supporting them, specialists from our Chief Investment Office provide thorough and insightful commentary on financial market news, from the global economy to local market movements.

Through our market update webinars, quarterly outlook commentary and specialist topical insights, our experts outline current financial trends and the potential implications for investors. You can read our latest thoughts in our Investment Outlook May 2024.

To receive regular insights straight to your inbox, sign up for our market updates.

Our Co-Chief Investment Officers bring complementary specialisms to their roles. 

 

Thomas Becket

Thomas Becket

Co-Chief Investment Officer

Thomas, who joined us when CGWM acquired Punter Southall Wealth, brings a new energy to the role alongside expertise in fixed income and alternatives, with a focus on model portfolios.

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Richard Champion

Richard Champion

Co-Chief Investment Officer

Richard has a breadth of investment experience, specifically in equities, alongside a thorough understanding of tailored  portfolios.

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Our latest Investment Outlook

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Investment Outlook May 2024

In our latest Investment Outlook we evaluate the accuracy of our predictions for 2024 while discussing the prospect of a global recession and fluctuations in inflation and interest rates.

Read more

  

Read our other recent insights

Our Investment Outlook for May 2024

In our latest Investment Outlook we evaluate the accuracy of our predictions for 2024 while discussing the prospect of a global recession and fluctuations in inflation and interest rates.

Read more
Premier League portfolio management: applying attack and defence tactics

In this article discover how equity and bond sectors can provide attack and defence components in our client portfolios.

Read more
Spring webinar: Can current economic 'deceleration' actually accelerate investment portfolios?

In this webinar, we discuss how a ‘decelerating’ economy could actually prove to have a positive impact on our client portfolios, and consider when central banks might start reversing the most aggressive acceleration of interest rates seen in over 40 years.

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Japan – is it finally hitting the right notes?
27 March 2024 in Investing, Latest market updates

After decades of zero and even minus interest rates why have Japan finally succumbed to increasing rates? Our experts in Edinburgh investigate.

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Why healthcare and infrastructure sectors are still key portfolio components
13 February 2024 in Investing, Latest market updates

Both healthcare and infrastructure stocks had a mediocre 2022 and, for the most part, a difficult 2023. However, we’re pleased to say we believe the case for investment in both remains almost entirely as strong as it was before the period of poor performance.

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Webinar: balancing investment risk with opportunities in 2024

In our latest market update, our Co-Chief Investment Officers came together to discuss their thoughts on the ever-evolving global economy, the key events of 2023 and where they believe the key investment opportunities lie in the new year.

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Wealth management updates

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.