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01 July 2024 -
Market commentary

The Brooks Macdonald Strategy Update - July 2024

Henrietta Walker

Henrietta Walker

Head of Investment Specialist Team

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Time to read: 1 minute
  • Investment
  • Economics
  • Global Markets
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In summary

Henrietta Walker, Head of Investment Specialists, talks to Co-CIO’s Richard Larner and Michael Toolan on current market topics.

They explore the dynamics of equity markets, focusing on generative AI stocks. They delve into Nvidia's market dominance, the risks tied to its revenue dependence, and its competition. They also emphasise the importance of technology and diversification, identify UK market opportunities, and share insights on balancing portfolios for long-term growth.

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About the author

Henrietta Walker

Henrietta joined Brooks Macdonald as the Head of Investment Specialists in 2023 and is responsible for providing expert advice on investment strategies and portfolio management to promote and distribute the firm's investment services to clients.

Prior to joining Brooks Macdonald, Henrietta was an Investment Director at M&G, covering equity and property funds and Head of International Fund Selection at JPMorgan Private Bank. She joined Brooks Macdonald from Sarasin & Partners, where she was a Multi Asset Investment Specialist and Deputy Manager of the Model Portfolio Service.

Henrietta has over thirty years’ experience in investment management, is a Chartered Fellow of the Securities Institute and an IMC holder. She also has an MA in Economics from Cambridge University.

Henrietta Walker

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