News / Views

Investment Notes

Follow our regular updates to stay up-to-date with current financial planning and investment issues. We regularly publish press clippings, articles and thinkpieces that we think might be of interest to our clients.

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.

The Highly Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).
The Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).
The Moderately Adventurous Model Portfolio aims to achieve long term returns from a combination of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).
The Balanced Model Portfolio aims to achieve long term investment returns from a combination of lower risk and lower volatility assets (e.g. cash and/or bonds) and higher risk and higher volatility assets (e.g. real assets and company shares).
Listen to our quarterly economic and investment update, recorded on 13 April 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 Fletcher, Senior P

The recent events in the banking world are more of a panic than a crisis and already markets have started to calm down; this is not a re-run of 2008.

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