Video Investment Commentary from Cornelian - July 2022

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

12 July 2022

The near term outlook for profits is challenged by higher input costs, reduced end demand and higher financing costs however value is emerging, particularly in debt markets where yields are now attractive.

Hector Kilpatrick, Investment Manager at Cornelian, explains why the forthcoming economic slowdown should be benign relative to previous cycles and what the team is looking out for in order to add equity risk to portfolios, which are currently conservatively positioned.

You can watch the full video commentary below.  

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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 Cornelian and should not be considered to be a recommendation or solicitation to buy or sell any investments or funds mentioned.

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