Courtiers Wealth

Courtiers

Maximising the Wealth You Created.  Welcome to the Courtiers podcast, giving you market insights, economic highlights and deep dives into what affects investments. Courtiers is here to listen to you and your wealth needs, working with you to understand where you are and where you want to be. In doing so, we can guide you through your financial journey, making sure you're on track with a dedicated Courtiers Financial Adviser, regular updates and compelling content.  The views expressed in all podcasts are reached from our own research. Courtiers cannot accept responsibility for any decisions taken as a result of watching any podcasts on this channel and investors are recommended to take professional advice before effecting transactions. The price of stocks, shares and funds and the income from them, may fall as well as rise. Past performance is not necessarily a guide to future returns.

  1. Investment: what markets did last month

    1D AGO

    Investment: what markets did last month

    Markets bounced back in April, with the MSCI World Index posting its strongest month since 2020 despite continued geopolitical tension. James Timpson explains the market's behaviour, why the US is leading, and how diversification continues to support client portfolios. Plus: a look at emerging markets – past, new and current stocks, and key standouts from the last decade – a decade that has seen Courtiers win 16 Lipper Fund awards. Issued by Courtiers Asset Management Limited, CAM0526067. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU. Tel: 01491 578368. Important information Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk. Disclaimer This communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

    9 min
  2. Award sparks reflection – CIO Talk

    APR 24

    Award sparks reflection – CIO Talk

    Following our latest LSEG Lipper Award, CIO Gary Reynolds reflects on why the Courtiers Funds were created, how decades of market events have shaped our approach, and why diversification and disciplined risk management remain paramount in long-term investing. Issued by Courtiers Asset Management Limited, CAM0426066. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.  Important information Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk. Disclaimer This communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

    34 min
  3. Courtiers wins another award

    APR 23

    Courtiers wins another award

    Courtiers wins "Best Fund over 10 Years" Award for its Total Return Growth Fund performance, in the LSEG Lipper Fund Awards 2026. Leo talks to Jake about the latest of 16 awards presented to Courtiers in the London Stock Exchange (LSEG) Lipper Fund Awards. This time (and not for the first time), the Courtiers Total Return Growth Fund wins Best Fund over 10 years (Mixed Asset GBP flexible) Issued by Courtiers Asset Management Limited, CAM0426064. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.  Important information Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk. Disclaimer This communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

    13 min
  4. Report: Q1 2026 Market & Fund Performance

    APR 7

    Report: Q1 2026 Market & Fund Performance

    Jacob Reynolds (aka Jake – Courtiers Asset Management Director) and James Timpson (Head of Asset Management & Fund manager) cover key questions including: • A year on from the tariff fallout, how have the funds performed this quarter? • Oil is at the top of the written report this quarter when it’s normally at the bottom. Is 2026 all about oil? • What performs well and badly in environments like this? • Any reasons to be cheerful in what's been dubbed "Awful April"? Issued by Courtiers Asset Management Limited, CAM0426051. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.  Important information Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk. Disclaimer This communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

    15 min
  5. Markets move, rates on hold – CIO Talk Today

    MAR 19

    Markets move, rates on hold – CIO Talk Today

    Markets are reacting to global uncertainty as the Bank of England holds interest rates at 3.75%. We explain what’s behind the decision and why a long‑term, diversified approach remains important. Issued by Courtiers Asset Management Limited, CAM0326048. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.  Important information Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk. Disclaimer This communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

    9 min
  6. Oil prices headlines – what are they really telling us?

    MAR 12

    Oil prices headlines – what are they really telling us?

    Exploring energy markets, how to read them, what today’s geopolitical risks mean for inflation, and how disciplined investors navigate uncertainty with a long‑term focus. Issued by Courtiers Asset Management Limited, CAM0326046. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Tel: 01491 578368. Important information Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk. Disclaimer This communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

    23 min
  7. February Markets plus the first days of March

    MAR 4

    February Markets plus the first days of March

    February was a very strong month for markets, with UK shares performing particularly well and client portfolios benefiting from this positioning. While recent headlines have caused some short‑term market movement, these changes remain modest compared with past events. Your investment team continues to focus on diversification, long‑term value and carefully selected opportunities to support your goals. Issued by Courtiers Asset Management Limited, CAM0326033. Courtiers Asset Management Limited is authorised and regulated by the Financial Conduct Authority – Register No: 616322. Registered Address: 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.  Important information Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk. Disclaimer This communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

    7 min
  8. Spring Forecast 2026: immediate response

    MAR 3

    Spring Forecast 2026: immediate response

    Three heads reflect on Labour's Spring Forecast 2026. On today's call were: Chief Investment Officer: Gary ReynoldsHead of Private Clients: Kapil DivechaHead of Corporate Clients: Sagar Dholiwar Conducted by Head of Marketing, Leo Hallam. In this fly-on-the wall call the team react to the Spring Forecast 2026, questioning its credibility and highlighting concerns around unrealistic productivity assumptions, weak growth prospects, rising unemployment, and the lack of measures to stimulate investment. They also consider the political tone of the Chancellor’s statement, the muted response from the Shadow Chancellor, and the implications for inflation forecasts.  With the conversation shifting to the Iran conflict, Gary’s reassurance that its impact on oil markets is unlikely to mirror the shock of 2022 led to Leo questioning fresh news reports of a 98% increase in gas prices, which all became potentially confusing for an audience to hear while we all scoured the web for more information – so we cut that bit out.  The Office for Budget Responsibility (OBR) has released its own commentary and Leo plans to ask James for some clarification in the next Market Update scheduled for Wednesday 4th March 2026. Hear the OBR’s response in this press briefing: https://www.youtube.com/live/WORu49odjk4?si=tkqMzu3js4Am7ePs&t=873  Important Information Content authorised by by Courtiers Asset Management Limited, CAM0326030. Courtiers Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority – Register No: 616322. Address: 18 Hart Street, Henley on Thames, Oxfordshire RG9 2AU. Tel: 01491 578368.  Important information Past performance is not a reliable indicator of future returns. The value of investments, and the income from them, can go down as well as up and is not guaranteed and you may not get back the amount originally invested. Any forecast, projection or target where provided is indicate only and is not guaranteed in any way. Certain types of funds might carry a greater investment risk than other investment funds. Further details of the risks are associated with investing in Courtiers funds can be found in the Key Investor Information Document or Prospectus, copies of which are available on request or at www.courtiers.co.uk. Disclaimer This communication is for information purposes only and should not be relied upon in making an investment decision. The views expressed by individuals and the business are based on market conditions at the date of issue and are subject to change without notice. The mention of any stocks or shares should not be taken as recommendation to deal and does not take into account the individual investor’s investment objective or risk profile. Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor. Any third party sites, or pages which are linked to the document, have not b...

    14 min

About

Maximising the Wealth You Created.  Welcome to the Courtiers podcast, giving you market insights, economic highlights and deep dives into what affects investments. Courtiers is here to listen to you and your wealth needs, working with you to understand where you are and where you want to be. In doing so, we can guide you through your financial journey, making sure you're on track with a dedicated Courtiers Financial Adviser, regular updates and compelling content.  The views expressed in all podcasts are reached from our own research. Courtiers cannot accept responsibility for any decisions taken as a result of watching any podcasts on this channel and investors are recommended to take professional advice before effecting transactions. The price of stocks, shares and funds and the income from them, may fall as well as rise. Past performance is not necessarily a guide to future returns.

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