Chief Investment Office, Graham Bentley, Head of Avellemy Private Wealth, Stephen Lennon and Head of Collectives, David Morcher from Avellemy, one of our panelled investment management partners, come together to discuss market activity for the first half of 2023.

In this video we discuss:

• UK interest rate history
• Interest rates and inflation
• ‘Real’ interest rates
• UK cost of living…whose inflation?
• The Mortgage “time bomb”?
• Outlook – US Equities
• A bond renaissance?
   

We hope you find this video a useful look back on the first half of 2023.