Summer webinar: when markets tune out geopolitical noise, should investors?
In our summer webinar, our Co-Chief Investment Officers, Tom Becket and Richard Champion, explored why markets have remained resilient despite geopolitical uncertainty, and where they see investment opportunities for our client portfolios.
Summer market update webinar with Tom Becket and Richard Champion
In our summer webinar, our Co-Chief Investment Officers, Tom Becket and Richard Champion, explored why markets have remained resilient despite geopolitical uncertainty, and where they see investment opportunities for client portfolios.
Geopolitical tensions, higher energy prices and shifting expectations for interest rates have all contributed to an uncertain investment backdrop. Yet markets have remained more resilient than many headlines suggest, supported by solid corporate earnings, continued investment in artificial intelligence (AI) and selective opportunities across global equities and fixed income.
The key message for investors is to stay invested, remain diversified and be selective about where capital is allocated – especially in a market shaped by economic and geopolitical uncertainty.
Key takeaways:
- Corporate earnings remain strong, supported by US technology companies and continued investment in AI
- Higher energy costs could delay interest rate cuts, though inflation is expected to ease again in 2027
- Investment opportunities are broadening beyond large technology companies, including in emerging markets, Japan and the UK
- Fixed income remains attractive, particularly high-quality corporate and shorter-maturity government bonds.
