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Investment market

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

Investment market update - what’s happening beneath the scaremongering headlines?

In the last week or so headlines have been dominated by talk of a recession. As concerns mount about the US-China trade war and slowing growth in the global economy, markets have fallen around the world.

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Investment market update - why hold cash, gold and defensive stocks for the summer

In the US at least, upward market moves of the magnitude we have seen this year are unusual, especially when they are not preceded by a more significant correction (or market fall) than the one which occurred in the final quarter of 2018. Hence, we remain somewhat more cautious than of late.

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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.

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Why aren't women investing?

Recently, we undertook research to test our hypothesis that women don’t invest in the markets (stocks, shares and bonds etc.) as much as men. With more than a third of high net worth women (35%) saying they don’t have an investment portfolio, compared to 17% of high net worth men, our belief was confirmed.


 

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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.

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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?

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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.

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