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.
UK economic sentiment remains subdued as Deloitte reported their UK consumer confidence index fell by 2.6 points to -10.4 by the end of last quarter and is now at its lowest level since the first quarter of 2024. The steepest declines were seen in perceptions of job security, which fell by 4.8%, and concerns over debt, down 3.7%. The Consumer Price Index (“CPI”) came in at 3.6% from 3.4% the month before. We see concerns of inflation acceleration as retailers warned that Chancellor Rachel Reeves’ proposed business rate hike from 2026 could push up food prices. Other economic indicators also pointed to weakness, with the July flash Purchasing Managers' Index (“PMI”) signalling a loss of momentum as the composite reading declined. Retail sales posted a modest 0.9% month-on-month recovery in June, but underlying volumes remained weak. However, the job market showed tentative improvement, with London leading a modest rise in vacancies. The Confederation of British Industry (“CBI”) also flagged softer industrial orders but improving optimism. Markets now expect two Bank of England (“BoE”) rate cuts by year-end, despite inflation likely remaining above target through the third quarter...
Stocks featured:
BT Group, Melrose Industries and Reckitt Benckiser Group
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.