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Summer webinar: Navigating the turbulent twenties

In our summer market update webinar, Co-Chief Investment Officers, Tom Becket and Richard Champion discuss what’s driving 2025’s volatility and why portfolios remain resilient.

10 July 2025

10:00

Online

Summer market update webinar with Thomas Becket and Richard Champion

2025 has shaped up to be one of the most classic examples of the ‘turbulent twenties’ so far. In our latest webinar, Co-Chief Investment Officers, Tom Becket and Richard Champion explored what’s been driving market volatility, why client portfolios are still delivering positive returns, and what we can expect from the rest of the year.

They discussed:

  • Persistent inflation and interest rate uncertainty
  • Why economic discomfort often signals a bad time to move into cash
  • The impact of global politics, including additional Trump tariffs
  • Our outlook for equities, fixed interest, and what comes next.

While the headlines may feel dramatic, we remain focused on long-term, risk-adjusted returns and the opportunities that lie ahead.

Speakers

Richard Champion

Co-Chief Investment Officer

London

Thomas Becket

Co-Chief Investment Officer

London

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.