Courtiers Wealth

Gary expands on his recent research note, revisiting the structural issues holding back supply before an unexpected turn raises another big question: is GDP still fit for purpose in today’s economy?Link to Research Note (includes charts): Research note: Talk’s cheap – housing isn’t - Courtiers Wealth ManagementIssued by Courtiers Asset Management Limited, CAM0526077. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

Markets bounced back in April, with the MSCI World Index posting its strongest month since 2020 despite continued geopolitical tension.James Timpson explains the market's behaviour, why the US is leading, and how diversification continues to support client portfolios.Plus: a look at emerging markets – past, new and current stocks, and key standouts from the last decade – a decade that has seen Courtiers win 16 Lipper Fund awards.Issued by Courtiers Asset Management Limited, CAM0526067. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

Following our latest LSEG Lipper Award, CIO Gary Reynolds reflects on why the Courtiers Funds were created, how decades of market events have shaped our approach, and why diversification and disciplined risk management remain paramount in long-term investing.Issued by Courtiers Asset Management Limited, CAM0426066. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Tel: 01491 578368. Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

Courtiers wins "Best Fund over 10 Years" Award for its Total Return Growth Fund performance, in the LSEG Lipper Fund Awards 2026.Leo talks to Jake about the latest of 16 awards presented to Courtiers in the London Stock Exchange (LSEG) Lipper Fund Awards. This time (and not for the first time), the Courtiers Total Return Growth Fund wins Best Fund over 10 years (Mixed Asset GBP flexible)Issued by Courtiers Asset Management Limited, CAM0426064. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Tel: 01491 578368. Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

Jacob Reynolds (aka Jake – Courtiers Asset Management Director) and James Timpson (Head of Asset Management & Fund manager) cover key questions including:• A year on from the tariff fallout, how have the funds performed this quarter?• Oil is at the top of the written report this quarter when it’s normally at the bottom. Is 2026 all about oil?• What performs well and badly in environments like this?• Any reasons to be cheerful in what's been dubbed "Awful April"?Issued by Courtiers Asset Management Limited, CAM0426051. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Tel: 01491 578368. Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

Markets are reacting to global uncertainty as the Bank of England holds interest rates at 3.75%. We explain what’s behind the decision and why a long‑term, diversified approach remains important.Issued by Courtiers Asset Management Limited, CAM0326048. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Tel: 01491 578368. Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

Exploring energy markets, how to read them, what today’s geopolitical risks mean for inflation, and how disciplined investors navigate uncertainty with a long‑term focus.Issued by Courtiers Asset Management Limited, CAM0326046. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

February was a very strong month for markets, with UK shares performing particularly well and client portfolios benefiting from this positioning. While recent headlines have caused some short‑term market movement, these changes remain modest compared with past events. Your investment team continues to focus on diversification, long‑term value and carefully selected opportunities to support your goals.Issued by Courtiers Asset Management Limited, CAM0326033. Courtiers Asset Management Limited is authorised and regulated by the Financial Conduct Authority – Register No: 616322. Registered Address: 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU. Tel: 01491 578368. Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

Three heads reflect on Labour's Spring Forecast 2026.On today's call were:Chief Investment Officer: Gary ReynoldsHead of Private Clients: Kapil DivechaHead of Corporate Clients: Sagar Dholiwar Conducted by Head of Marketing, Leo Hallam.In this fly-on-the wall call the team react to the Spring Forecast 2026, questioning its credibility and highlighting concerns around unrealistic productivity assumptions, weak growth prospects, rising unemployment, and the lack of measures to stimulate investment.They also consider the political tone of the Chancellor’s statement, the muted response from the Shadow Chancellor, and the implications for inflation forecasts. With the conversation shifting to the Iran conflict, Gary’s reassurance that its impact on oil markets is unlikely to mirror the shock of 2022 led to Leo questioning fresh news reports of a 98% increase in gas prices, which all became potentially confusing for an audience to hear while we all scoured the web for more information – so we cut that bit out. The Office for Budget Responsibility (OBR) has released its own commentary and Leo plans to ask James for some clarification in the next Market Update scheduled for Wednesday 4th March 2026. Hear the OBR’s response in this press briefing: https://www.youtube.com/live/WORu49odjk4?si=tkqMzu3js4Am7ePs&t=873 Important InformationContent authorised by by Courtiers Asset Management Limited, CAM0326030. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Tel: 01491 578368. Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

CIO Gary Reynolds discusses the risks around the tech bubble, why value investing continues to outperform in volatile markets, and how diversification protects portfolios when crowded trades unravel.Issued by Courtiers Asset Management Limited, CAM0226026. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

Emerging markets were the month’s standout, seeing Courtiers’ Emerging Market portfolio return around 10%. James also highlights a new holding – Signify – world leader in lighting.Read the full performance round-up and subscribe to News & Insights on the Courtiers website.Issued by Courtiers Asset Management Limited, CAM0226015. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

James and Jake talk about last year’s performance, emerging markets and asset allocation in this insightful first update of 2026. How have they sailed into the new year? Issued by Courtiers Asset Management Limited, CAM0126002. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU. Tel: 01491 578368Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

Here we put our clients' questions to Courtiers CIO Gary Reynolds. Gary recaps 2025’s strong fund performance and shares insights on global trends and what’s ahead for 2026. From market volatility to demographic shifts and tech disruption, Gary explains how disciplined strategies delivered up to 17.4% returns for the Courtiers Total Return Growth Fund while managing risk. Watch now for expert commentary and practical takeaways.Issued by Courtiers Asset Management Limited, CAM1225202. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

What did Gary Reynolds (Chief Investment Officer), Kapil Divecha (Head of Private Clients) and Sagar Dholiwar (Head of Corporate Clients) think of the 2025 Autumn Budget? In our latest episode, they discuss their immediate thoughts, expectations and any surprises.  If you want us to put a question to Gary, Kapil or Sagar, let us know in the comments, via email or through your Courtiers Adviser. Issued by Courtiers Asset Management Limited, CAM1125179 Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.  The views expressed by Courtiers in this summary are reached from our own research. Courtiers cannot accept responsibility for any decisions taken as a result of reading this article. Investors are recommended to take independent professional advice before effecting transactions and the prices of stocks, shares and funds, and the income from them can fall. Past performance is not a guide to future returns. Tax treatment depends on individual circumstances and may be subject to change in future. We do not endorse or accept responsibility for website content on any websites other than those operated by Courtiers, which may be accessible via links in this article. CIS code: FP Ref 40/2025 Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

Gary Reynolds (Chief Investment Officer) sits down with Leo Hallam (Head of Marketing) and Hazel Compton (Content Manager) to discuss the fundamentals of how Value and Growth investing works. We also discuss:Value Investing vs. Growth Investing, and the core differences between the two strategies.Long-Term Benefits of Value Investing, and why Courtiers favours value investing for clients with long-term goals.Diversification and Market Opportunities, and how value investing offers broader diversification.If you want us to put a question to Gary or the team, let us know in the comments, via email or through your Courtiers Adviser Issued by Courtiers Asset Management Limited, CAM1125166 Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU. Tel: 01491 578368   Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

In the last Monthly Update of the year, James Timpson (Head of Asset Management and Fund Manager) explains the main topics affecting the US and UK last month, including UK inflation, and President Trump meeting Xi Jinping. We also look at what the Courtiers Investment Team have had their eye on. Issued by Courtiers Asset Management Limited,  CAM1025164 Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU. Tel: 01491 578368  Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

In this episode, we’re hosting our Quarterly Update with Jake Reynolds, Asset Management Director, and James Timpson, Head of Asset Management and Fund Manager. They discuss how Courtiers investments and funds are being managed, and how in this past quarter, their work resulted in strong returns. We also discuss: The correlation between gold, silver and China for investment. Interest-rate sensitive areas, like infrastructure and UK long-bonds. How the FTSE100 was a main driver for Courtiers fund returns. If you need more information as one of our clients, get in contact with your Courtiers Adviser, who can answer your questions or queries either themselves or with support from the Investment Team.  Issued by Courtiers Asset Management Limited, CAM1025148. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU. Tel: 01491 578368 Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

Welcome to today’s episode, where we explore the transition from Goldman Sachs to Federated Hermes. This conversation offers a window into the daily work our teams do to help you maximise the wealth you created, ensuring every decision is aligned with long-term value and client outcomes. Joining us for this insightful discussion is: Jacob Reynolds, Asset Management Director, who sets the scene and explains the broader context behind the change. Nigel Breakell, Fund Manager, offering a deep dive into the technical and regulatory factors that influenced the decision. Kapil Divecha, Head of Private Clients, sharing how this shift translates into real-world benefits for clients and their portfolios. Hazel Compton, Content Manager, guiding the conversation and helping distil the key messages for clients. In this podcast, we cover: Why Courtiers has moved its holdings to Federated HermesThe impact of Brexit and it’s slow effects on Goldman Sachs, a fund with dominion in Ireland What Federated Hermes offers clients. What this means for our clients and how it affects them If you need more information as one of our clients, get in contact with your Courtiers Adviser, who can answer your questions or queries either themselves or with support from the Investment Team.   Issued by Courtiers Asset Management Limited, CAM1025144. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.  Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

In today’s episode, we’re joined by Gary Reynolds, Chief Investment Officer at Courtiers. Over the past month, Gary has published two thought-provoking pieces exploring the evolving role of UK government bonds – particularly long-dated gilts – in modern portfolios. We discuss his findings, the relationship between debt, long-dated bonds and interest rates, and how this affects Courtiers funds, with Gary bringing his unique perspective to the intersection of macroeconomics, behavioural finance, and fixed income strategy. Articles we talk about in today’s video: Should gilt investors fear the UK government’s burgeoning debt?  - Courtiers Wealth Management It’s time to look at long-dated bonds - Courtiers Wealth Management Issued by Courtiers Asset Management Limited, CAM0925141. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.  Important informationPast performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk.DisclaimerThis communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...