This weekly podcast from the team at Walker Crips Investment Management provides an in depth commentary on the macro economic factors driving global markets, whilst also focusing on individual stocks that are making headlines.
This podcast is intended to be Walker Crips Investment Management’s own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange.
Hosted on Acast. See acast.com/privacy for more information.
This weekly podcast from the team at Walker Crips Investment Management provides an in depth commentary on the macro economic factors driving global markets, whilst also focusing on individual stocks that are making headlines.
This podcast is intended to be Walker Crips Investment Management’s own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange.
Hosted on Acast. See acast.com/privacy for more information.
The Bank of England (“BoE”) is reportedly considering slowing the pace of quantitative tightening amid rising gilt yields, with Deutsche Bank suggesting this could save the Treasury up to £5 billion next year. Meanwhile, economic signals remain mixed. EY upgraded its UK 2025 growth forecast to 1%, though momentum is expected to remain subdued. Retail sales remain weak, and business distress is rising, with nearly 50,000 firms in critical condition. The International Monetary Fund (“IMF”) expects two more BoE rate cuts this year, supporting growth prospects, while Lloyds’ business confidence hit a 10-year-high. However, consumer caution persists, with savings surging and food inflation posing risks ahead of Christmas...
Stocks featured:
Mondi, Rolls-Royce and St James's Place
To find out more about the investment management services offered by Walker Crips, please visit our website:
https://www.walkercrips.co.uk/
This podcast is intended to be Walker Crips Investment Management’s own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FRN: 226344) and is a member of the London Stock Exchange.
Hosted on Acast. See acast.com/privacy for more information.