Macro Musings with the W1M Multi-Asset Team: Volume 3
In this latest episode of Macro Musings, the team reviews an eventful quarter for global markets, shaped by geopolitical tensions, rising energy prices and AI volatility. They discuss why markets have recovered so strongly despite ongoing uncertainty and what could drive returns for the rest of 2026.
The conversation covers inflation, interest rates, the US and UK economic outlook, and the impact of Middle East events on oil and gas markets. The team also shares current investment views on AI, gold, copper and uranium, plus how portfolios have been positioned through recent market volatility.
If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.
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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.
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