Investment Notes

Listen to our quarterly economic and investment update, recorded on 14th July 2022, 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; and
  • Nick Fletcher, Senior Partner of LWP and Chairman of the Investment Committee.

In summary, we provided (i) an assessment of the state of the global economy, discussing matters such as inflation, its implication for interest rates, and the prospects of a global recession, and (ii) an evaluation of our recommended funds, having met with many of the fund managers in recent weeks.

Download the transcript by pressing here.

The information, data (sourced from FE Analytics, Eikon and individual fund managers), analyses and opinions in the conference call are provided solely for information purposes and may not be copied or redistributed; neither do they constitute investment advice offered by London Wall Partners LLP and therefore references to specific sectors and securities are for illustration purposes only and should not be taken as a recommendation to buy or sell these sectors or securities.  References to year-to-date data refer to that from 31 December 2021 to 13 July 2022.  All statements of opinion or belief, and all views expressed in the conference call represent London Wall Partners LLP’s own assessment and interpretation of information and data as at the date the same are made and no representation is made or assurance given that such statements of opinion or belief or views are correct.  Recipients of such statements of opinion or belief or views must determine for themselves what reliance (if any) they should place on such statements of opinion or belief or views, and no responsibility is accepted by London Wall Partners LLP in respect thereof.  London Wall Partners LLP expressly disclaims any responsibility for trading decisions, damages or other losses resulting from any use of the information, data, analyses, statements of opinion or belief or views in the conference call. Investments fluctuate in value and may fall as well as rise and investors may not get back the value of their original investment.  Past performance and forecasts of financial markets, any investment, sectors or specific securities should not be used as a guide to future performance.

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