Sep 20

Warwick Wealth Matters – September 2022

To say that we are living in interesting times is an understatement.

Market volatility is currently a characterising feature of financial markets. Inflation is proving a challenge to bring under control. We are adapting to the reality of long-term power shortages and energy security has to become an absolute national priority for our country’s economy to achieve the required growth rates.

Internationally, the war in Ukraine continues to bedevil energy and commodity prices and the world is beginning to recognise that, irrespective of the outcome of the war, the world will never be the same.

One may say the same of the passing of Her Majesty Queen Elizabeth ll. Irrespective of one’s view of the Queen or the monarchy and even the Commonwealth more broadly, the world is now a changed place.

These are just a few of the events that make dedicated private wealth management all the more important today. It also means that Warwick has to try even harder to ensure our clients receive the very best client care, professional investment advice, and wealth management. This we commit to unequivocally.

In this month’s Warwick Wealth Matters, we discuss the important issue of asset allocation and how it impacts investment performance. We then provide an overview of the performance of local and international markets as well as the fixed income space.

As September is National Wills Month, we have asked the Managing Director of Appleton Fiduciary Services, Lauren Hean, to address some of the key do’s and don’ts of professional Will drafting.

We hope you enjoy the read and derive benefit from its insights, particularly during these interesting times.