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Content provided by W1M Wealth & Investment Management, W1M Wealth, and Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by W1M Wealth & Investment Management, W1M Wealth, and Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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ESPRESSO | Macro Musings with the W1M Multi Asset team

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Manage episode 509304663 series 2795582
Content provided by W1M Wealth & Investment Management, W1M Wealth, and Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by W1M Wealth & Investment Management, W1M Wealth, and Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this shorter ‘Espresso’ edit of ‘Macro Musings’, we distil the W1M Multi Asset team’s latest thinking on markets, economics, and investing into an easy to digest, 10-minute episode.


Kicking off with memorable quotes from great investors, Luke, James and Matt then turn to the current macro backdrop, weighing the outlook for the US, Europe, and the UK, and what it means for investors. The episode wraps up with each manager’s top long-term investment idea, offering a fast but thought-provoking snapshot of where they see the biggest opportunities ahead.


The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance.

The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.

The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.

It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.

Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.

London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).


Hosted on Acast. See acast.com/privacy for more information.

  continue reading

129 episodes

Artwork
iconShare
 
Manage episode 509304663 series 2795582
Content provided by W1M Wealth & Investment Management, W1M Wealth, and Investment Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by W1M Wealth & Investment Management, W1M Wealth, and Investment Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this shorter ‘Espresso’ edit of ‘Macro Musings’, we distil the W1M Multi Asset team’s latest thinking on markets, economics, and investing into an easy to digest, 10-minute episode.


Kicking off with memorable quotes from great investors, Luke, James and Matt then turn to the current macro backdrop, weighing the outlook for the US, Europe, and the UK, and what it means for investors. The episode wraps up with each manager’s top long-term investment idea, offering a fast but thought-provoking snapshot of where they see the biggest opportunities ahead.


The value of investments and any income from them can fall as well as rise and neither is guaranteed. Investors may not get back the capital they invested. Past performance is not indicative of future performance.

The material is provided for informational purposes only. No news or research item is a personal recommendation to trade. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Nothing contained herein constitutes investment, legal, tax or other advice.

The views and opinions expressed are the views of W1M Wealth Management Limited and are subject to change based on market and other conditions. The information provided does not constitute investment advice and it should not be relied on as such.

It should not be considered a solicitation to buy or an offer to sell a security. All material(s) have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.

Copyright © W1M Wealth Management Limited. W1M Wealth Management Limited is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.

Copyright © Waverton Investment Management. Registered Office: 16 Babmaes Street, London, SW1Y 6AH. Authorised and Regulated by the Financial Conduct Authority. Registered in England No 2042285.

Copyright © London and Capital Asset Management Limited. London and Capital Asset Management Limited is authorised and regulated by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 143286. Registered in England and Wales, Company Number 02112588.

London and Capital Wealth Management Europe A.V., S.A. registered with the Commercial Registry of Barcelona at Volume 48048, Sheet 215, Page B-570650 and with Tax Identification Number (NIF) A16860488, authorised and supervised by the Comisión Nacional del Mercado de Valores (“CNMV”), and registered at CNMV’s register under number 307 (https://www.cnmv.es/portal/home.aspx).


Hosted on Acast. See acast.com/privacy for more information.

  continue reading

129 episodes

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