Why Invest? · 2026-04-22 · 40 min
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 . 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.
Chris Joye: Chief Investment Officer at Coolabah Capital Investments85 / 100David Zervos: Chief Market Strategist at JefferiesAlexandra Vidyuk: CEO and Founding Partner of Beyond Earth VenturesTrevor Noren: Founder of Sage Road ResearchArthur Laffer: Founder and Chairman of Laffer Associates