Skip to main content
21 August 2024 -
Market commentary

Co-CIO strategy update

Henrietta Walker, Head of Investment Specialists, Co-CIO's Richard Larner and Michael Toolan offer their regular insights on recent market changes in our monthly strategy update video.

Henrietta Walker

Henrietta Walker

Head of Investment Specialist Team

A vintage radio sits on the back seat of a vintage car
Time to read: 1 minute
  • Investment
  • Economics
  • Global Markets
Share this article

In summary

They discuss the recent US economic data and the reasons behind the Japanese interest rate policy, and the carry trade unwinding. 

Also covered are value opportunities, the recent volatility and why we are back to the more traditional relationship between equity and bonds.

Finally, they emphasise the importance of balance, diversification, and risk management in portfolio construction.

 

More by this author

A vintage radio sits on the back seat of a vintage car

Co-CIO strategy update – September 2024

Article Image

Three drivers of recent market volatility

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

Related articles

Autm Statement preview insight

Stealth tax? Wealth tax?

Image of a rolled up financial newspaper with the word markets on the front

Weekly Market Commentary: All eyes on the Federal Reserve this week

Image looking down an empty road with the sun setting over mountains in the distance

Cornelian Risk Managed Funds

Request an initial consultation

If you have any questions or would like to get in touch, submit a call back request and our team will reach out.

Get in touch

or call us on: 020 7499 6424

or email us at: [email protected]