Courtiers Wealth Management
Courtiers Wealth Management

News & Insights

CIO Talk – 2021 round off


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As we come to the end of the year, Gary responds to some clients’ questions from the Courtiers 2021 Client Seminars.

Gary gives his opinion on Rishi Sunak and points out the similarities between Courtiers’ approach to stock selection and its growth by acquisition strategy. Finally, he strikes an optimistic though not complacent note about the coming year.

Everyone will have their own views of how the Chancellor Rishi Sunak has performed during the pandemic. While critical of the planned rise in corporation tax, which he says is not what’s needed to boost business investment, Gary says “overall, Sunak has hardly put a foot wrong.”

On the pandemic itself, Gary is optimistic that “we are probably close to the peak.” This is no blind optimism, however, but follows conversations he’s shared with medical professionals along with careful research into previous pandemics. The relationship between the path of the virus and the markets is not a straightforward one. “In both 2020 and 2021, we made good money for clients,” he says.

Gary also explains why keeping the duration of Courtiers government bonds short is a key facet of Courtiers’ three part investment strategy.

As a business, Courtiers has grown steadily over the past 15 years. In this interview Gary reveals that the approach to acquiring other firms “is exactly the same as we use when buying stocks.”

When choosing stocks, it’s important to keep an eye on the macro trends. That’s why Courtiers ”has to be very careful of going into stocks which are not onboard with the twin themes of global warming and renewable energy.”

Looking ahead to 2022, Gary says that while overall he is ”quite positive”, he is not complacent. “You are always mindful of where the risks are going to come from.”  The last two years is certainly proof of that.

Wishing all our clients and readers a Happy New Year and a prosperous 2022.

Important Information

Issued by Courtiers Asset Management Limited,  CAM0421657. 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

Past 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


This 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 been reviewed by us and therefore we accept no responsibility for the authors or content of external link or pages. If you are interested in any of Courtiers Asset Management Limited’s range of funds, or require any financial advice, please speak to a financial adviser.

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