Market update investment webinars
Previous webinar recordings
Webinar: Market update and economic outlook – July 2026
Wednesday 22nd July 2026
In our latest client webinar, Caspar Rock and Katarina Cohrs explore the key forces driving markets, from the AI investment boom and corporate earnings growth to the impact of geopolitical uncertainty and inflation risks.
Webinar: Market update and economic outlook – April 2026
Wednesday 22nd April 2026
In our latest client webinar, Caspar Rock and Katarina Cohrs discuss the implications of the Iran conflict for inflation and economic growth and explain how we’ve adjusted portfolios.
Webinar: Market update and economic outlook – January 2026
Tuesday 20th January 2026
In our first webinar of 2026, we were delighted to discuss recent geopolitical developments with Sir Sebastian Wood, former British ambassador and Chairman of China Affairs at Schroders. Our CIO Caspar Rock shared our latest views on the economic and market outlook.
Webinar: Market update and economic outlook – October 2025
Wednesday 29th October 2025
In this webinar, we look at the key trends in markets so far this year and consider the outlook for 2026.
Webinar: Market update and economic outlook – July 2025
Monday 21st July 2025
“Given the volatility we saw at the start of April, I’m amazed to be reporting that global equities rose 5% in the first half of the year” says Caspar Rock, Cazenove Capital’s Chief Investment Officer.
Webinar: Market update and economic outlook – April 2025
Monday 28th April 2025
The first 100 days of Donald Trump’s presidency have been a roller-coaster for investors. In this webinar, we review what’s happened so far, explore the economic outlook and explain how we are positioning client portfolios.
Webinar: Market update and economic outlook – January 2025
Tuesday 21st January 2025
Our investment team looks at what drove markets last year and the outlook for 2025.
Webinar: Market update and economic outlook – October 2024
Tuesday 22nd October 2024
The third quarter was volatile, but equities rose as investors became more optimistic about the outlook for interest rates and the global economy.
Webinar: Market update and economic outlook – July 2024
Tuesday 23rd July 2024
Despite geopolitical risk at the highest level in decades, we are set for a period of reasonable economic growth.
Webinar: Market update and economic outlook – April 2024
Thursday 25th April 2024
Equities have had a historically strong start to 2024, with most regions becoming slightly more expensive over the last quarter. However, there are some pockets of value.
Webinar: Market update and economic outlook – January 2024
Thursday 18th January 2024
Markets seem to be taking a binary view, swinging from extreme optimism over a soft landing and interest rate cuts to more recent anxiety around recent persistent inflation and high interest rates.
Webinar: Market update and economic outlook – December 2023
Wednesday 13th December 2023
The world's major economies will continue to see their fortunes diverge over the coming year.
Webinar: Market update and economic outlook – October 2023
Tuesday 17th October 2023
We may still see a recession in the US and UK later this year.
Webinar: Market update and economic outlook – July 2023
Wednesday 19th July 2023
We may still see a recession in the US and UK later this year.
Webinar: Market update and economic outlook – April 2023
Thursday 26th April 2023
A shallow recession looks likely later in 2023.
Webinar: Market update and economic outlook – January 2023
Thursday 26th January 2023
After last year’s sell-off, opportunities are emerging across asset classes.