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Autumn webinar: Keeping portfolios on track in a tricky world

In our autumn market update webinar, Co-Chief Investment Officers, Tom Becket and Richard Champion reviewed the outlook for the remainder of 2025 and how economic and geopolitical trends could affect client portfolio performance in 2026.

8 October 2025

10:00

Online

Autumn market update webinar with Thomas Becket and Richard Champion

Despite ongoing global economic and political uncertainty, equity and bond markets have remained surprisingly resilient – but how?

In our autumn market webinar, Richard Champion and Tom Becket, our Co-Chief Investment Officers, share their views on market successes (both sectors and regions), alongside expected interest rate cuts and government debt burdens, while looking ahead to investment opportunities in 2026.

They discussed:

  • Equities – which sectors and regions delivered positive investment returns
  • Fixed interest – where to focus and what to avoid
  • Interest rates – when to expect cuts from the US Federal Reserve and Bank of England
  • UK outlook – the upcoming budget, potential tax increases and the impact of high debt levels
  • Crypto – with FCA changes announced, will this gain traction as an alternative asset class?

Looking ahead we remain optimistic about returns into 2026 with a balanced, diversified approach - focused on fundamentals and avoiding political noise - remaining essential.

You may also be interested in:

Investment Outlook July 2025 | Canaccord Wealth
Investment Opportunities for UK Investors | Canaccord Wealth
Fixed Income Investing Explained | Canaccord Wealth

Important information

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.