Skip to main content
UK

Economies & markets

Our Chief Investment Office and experts share insights into our house view and macro trends.

How will the Fed’s recent interest rate announcement impact our client portfolios?

The US Federal Reserve (Fed) all but promised to cut interest rates at its most recent meeting, even hinting at ’further accommodation’ to follow. With interest rates a major determinant of equity valuations, shares have since soared in celebration of the implicit pledge.

Read more
Why diversity and inclusion should matter to investors

‘Diversity’ and ‘inclusion’ are no longer just buzzwords. In this article, Patrick Thomas, Head of ESG Investments explains why both can improve company culture, performance and even national GDP, and how we at CGWM assess D&I factors when investing on behalf of clients.

Read more
Politics and investing - why investors should start to pay attention to politicians and what they say

If investment firms had been asked a few years ago: ‘Should we pay attention to politicians?’ the chances are they would have answered ‘No’. Can we continue to say this with impunity?

Read more
Investment market update - US-China trade war

Having said earlier in the year that 'it should be remembered there are still some significant obstacles to overcome', we are not wholly surprised that the US-China trade war has escalated again, sparking investor nervousness. There are many unverifiable issues surrounding the trade war. There are, however, certain things we can surmise to help investors navigate the current uncertainty.

Read more
Investment market update - Are things looking up for investors in the UK?

We ended 2018 in a funk. Investors were beginning to panic that the global economy was entering a period of sharp downturn, the US yield curve was close to inverting, the Chinese economy seemed to be in trouble, Europe was back in the doldrums and President Trump had engaged in a trade war with China and, at the same time, shut down a big chunk of the US government.

Read more
Investment market update - Is the world still a good place to invest?

Markets have rallied in 2019 so far. But have they gone too far? We think this quarter's returns may have borrowed somewhat from the expected growth in the second half of the year and hence we feel a little uncomfortable about chasing them. 

Read more

All blog categories

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

Back to top