Courtiers Wealth Management
Courtiers Wealth Management

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03 Jul
Quarterly update: Waiting for rates to drop
The second quarter of 2024 closes with an election looming, as well as other factors around the world affecting markets. Jake and James from the Investment Team sit down to discuss.
Jacob Reynolds, James Timpson
04 Jun
June 2024 – Market Update 
Almost halfway through the second quarter of the year – as well as halfway through the year itself, we talk to James about volatility in the market, where the Investment Team have focused and what to expect this month.
James Timpson
08 May
May 2024 – Market Update 
Almost halfway through the second quarter of the year – as well as halfway through the year itself, we talk to James about volatility in the market, where the Investment Team have focused and what to expect this month.
James Timpson
05 Mar
March 2024 – Market Update 
James and Leo discuss the latest for the Courtiers Investment Team in our March Market Update, including what’s happening in the US, and how they’ve balanced the funds with different assets.
James Timpson
05 Feb
Sit down with James and Leo and find out what’s happened so far this year in the investment space.
February 2024 – Market Update 
Our February Market Update covers how investment data affects the market, where Courtiers are looking to diversify and other highlights of the markets in January. Sit down with James and Leo and find out what’s happened so far this year in the investment space.
James Timpson
05 Jan
January 2024 – Market Update 
In their first catch-up of 2024, following a positive month James covers markets and performance before Leo quizzes him on options and stocks.
James Timpson
03 Nov
November 2023 – Market Update 
After a difficult month for investors in October, James tells Leo why he’s optimistic about the markets following comments by Chair of the US Federal Reserve, Jerome Powell.
James Timpson
04 Oct
October 2023 – Market Update
After a strong performance so far this year, September saw a reversal in fortunes for some of the US’s largest tech companies, while UK markets did relatively well. James tells Leo what he thinks is going on and highlights some positive news about one of Courtiers holdings.
James Timpson
05 Sep
September 2023 – Market Update
Leo asks James about markets, the growth vs value story so far and while the sun's out, is it shining on any attractive new investments in the Courtiers Funds?
James Timpson
03 Aug
August 2023 – Market Update
A recent US debt downgrade tempered the positive performance of equity markets in July, although Courtiers’ strategy of avoiding overpriced stocks means the impact on the Courtiers Funds has been relatively limited, says James Timpson, Fund Manager, Courtiers Multi-Asset Funds. James also mentions two new stocks recently added to the Courtiers portfolio.
James Timpson