Macro Musings with the W1M Multi Asset Team: Volume 2
In this episode Luke Hyde-Smith, James Mee and Matthew Parkinson return for Volume 2 of the ‘Macro Musings’ series that brings listeners inside the investment desk to discuss macro and market themes of the year.
The team reflects on policy decisions, market moves, and why inflation remained far more subdued than anticipated. They explore how these dynamics fed through to portfolios, giving a candid assessment of positioning decisions and investment calls.
Looking into 2026, they compare the diverging paths of the US and UK economies, the role of politics and where risks may be building.
This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.
The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.
The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.
All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
