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 11 January 2024, 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
  • Ni

Markets finished 2023 on a positive note in light of potential interest rate cuts in 2024.  US 10-year Treasury yields declined from a peak of around 5% to below 4% at the year end, and global stock markets rose sharply in November and December.  However, sterling strength meant returns for UK investors were reduced.  The increase in the pound against the US dollar reflects the e

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).

Market sentiment continues to be influenced by the ebbs and flows of interest rate expectations. The path of monetary policy will depend on economic data in due course, but it appears we are close to the peak of interest rates. GDP growth in major economies has been surprisingly resilient, particularly in the US, though there are signs economic activity is slowing.

You are welcome to listen to our quarterly economic and investment update, recorded on 12 October 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
  • Ni

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