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Quarterly Investment Update

In an ever-changing world, clear, regular communications are important, particularly in relation to sometimes complex financial markets and economies.

We believe in providing clients with access to regular market information in a straightforward and easy to understand manner, helping explain the issues and trends affecting investment portfolios.

I am therefore pleased to introduce our Quarterly Investment Update below, for the period July – September 2023, produced in conjunction with one of our Discretionary Fund Managers, Collidr Investment Management.

Please click on the links below where indicated to view the full, more detailed commentary, or to request on a more regular, monthly basis

Click Here to view the full Quarterly Investment Update

Please see the links below for our Monthly Market Commentaries:

September 2023 

August 2023 

July 2023

Please complete our online enquiry formemail or by contact us by calling 0330 320 9280 should you have any questions, comments or wish to discuss further with a member of our team. 


The information contained in this document is for informational purposes only and should not be construed as a solicitation or offer, or recommendation to acquire or dispose of any investment, and examples used are for illustrative purposes only. This document provides commentary and data on global markets and does not provide any reference to specific products and should not be construed as a solicitation or offer, or recommendation to acquire or dispose of any investment in any jurisdiction. While all reasonable efforts are made to obtain information from sources which are accurate at the date of production no representation is made or warranty provided that the information or any opinions contained in this document are accurate, reliable or complete. The information and any opinions contained in this document are based on current market conditions and certain assumptions and are subject to change without notice. Any user must, in any event, conduct their own independent due diligence and investigations, together with their professional advisers, into legal, regulatory, tax, credit and accounting matters before making any investment, rather than relying on any of the information in the document. The value of investments and the income from them can go down as well as up and past performance is not a guide to future performance.

Information has been produced and provided by Collidr Asset Management Ltd which is authorised and regulated by the Financial Conduct Authority (713361) and is registered in England and Wales. Company No. 09061794. Registered office: 34 Southwark Bridge Road, London, SE1 9EU, UK.

This document is distributed by Craven Street Wealth. All content is for general information only and does not constitute investment, tax, legal or other forms of advice. You should not rely on this information to make, or refrain from making any decisions. Craven Street Wealth is the trading name of Craven Street Financial Planning Limited. Craven Street Financial Planning Limited (FCA No 135202) is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No: 03852054. Craven Street Wealth Limited is a registered limited company in England and Wales No: 13077997. Registered office: 3 Gough Square, London EC4A 3DE.

Data references are for the period to 30 September 2023 and are correct at date of publishing (12 October 2023).

Sources: Collidr, Bloomberg. Indices: Barclays, FTSE, Bloomberg, STOXX, Japan Exchange Group, MSCI, S&P, New York Mercantile Exchange, Chicago Mercantile Exchange, Bureau of Labour Statistics, US and Office for National Statistics, UK

Keith Perry
Investment Manager & Chartered Financial Planner
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Daniel Robertson
Business Development Manager
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