Archive - July 2023

London Wall Partners have plenty to say on a wide number of economic and financial matters. This section provides a list of our news and views on a historic basis.

Press here to view the performance of our Balanced, Moderately Adventurous, Adventurous and Highly Adventurous model portfolios.

You are welcome to listen to our quarterly economic and investment update, recorded on 13 July 2023, with the following contributors from London Wall Partners (“LWP”):
  • Ian McCafferty, CBE, former member of the Bank of England's Monetary Policy Committee and member of the LWP Investment Committee;
  • Stuart Fowler, Investment Director of LWP; and
  • Nick

The macroeconomic outlook continues to be influenced by elevated inflation and the tight monetary policy of central banks around the world. While inflationary pressures have begun to ease, this has yet to feed through fully into consumer prices. The expectation is consumer prices should decline significantly during the second half of 2023.