Market Commentary July 2023


David Watson

David Watson

Chartered Financial Planner

27 July 2023


Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and a video covering quarter two.

In this video, Daniel Pereira, Investment Manager at Square Mile, discusses his outlook for the next quarter, focusing on inflation and interest rates.

He also has a look at financial markets and their returns, comparing to cash returns, in an ever changing climate.

Finally, Daniel covers the possibility of a recession, along with the outlook for bond markets.

Get in touch

If you would like to discuss this further, please do not hesitate to get in touch with a member of our Wealth team.

Disclaimer: Johnston Carmichael Wealth Limited is authorised and regulated by the Financial Conduct Authority.

This communication is intended to provide a general review of certain topics and its purpose is to inform but not to recommend or support any specific investment or course of action.

Figures refer to the past and past performance is not a reliable indicator of future results. The value of your investments and any income from them can go down as well as up and you may not get back the original amount invested.

The views and opinions expressed in the video are those of Square Mile and should not be considered to be a recommendation or solicitation to buy or sell any investments or funds mentioned.


Got a question?

Submit your question and one of our experts will get back to you shortly.