Cazenove Capital

The recent decision to delay reciprocal tariffs for 90 days has provided a temporary boost to market sentiment. However, with a baseline 10% still applicable across most countries and ongoing tensions with China, the economic outlook remains uncertain. We are leveraging market volatility to our advantage. Strategic adjustments to portfolios are essential as we navigate this complex environment. To explore our latest view and strategies for managing risk and opportunity, read the full article here: https://okt.to/NKqhwM When investing, your capital is at risk.

Last week, the S&P500 suffered its worst two-day drop since "Black Monday" in 1987. Is this an overreaction to Trump's Liberation Day announcement? In our view, recent price moves are beginning to create opportunities in both equity and credit markets. Here's the latest view from our investment team. Read our latest article here: https://okt.to/cGqKyI When investing, your capital is at risk.

The S&P500 has just experienced its largest two-day decline since “Black Monday” in 1987. The US index is now down 12% since last week’s tariff announcements. Is this an overreaction? Or is there further pain to come? Find out more in our monthly highlights. When investing, your capital is at risk.

James Gladstone, our Wealth Planning Director, and Michael Magnay, Portfolio Director in our Business Owners and Entrepreneurs team were joined by Mairi Mickel, fourth generation shareholder in a family business and adviser to other business owning families. Together, they discuss the complex considerations that lead families to sell their business and the strategies that can be applied to ensure a successful exit. Watch the full video here: https://okt.to/PQia9A When investing, your capital is at risk.

Stock markets have continued to fall as the Trump administration shows no sign of backtracking on the tariffs it set out on "Liberation day". Things are moving incredibly quickly, but here's our latest view, which we published on Friday. Follow our account for further updates. Read the full article here: https://okt.to/JtUjTI When investing, your capital is at risk.

The last time the US stock market fell 5% in a day was due to a deadly pandemic. This week, it was Washington's decision to impose steep tariffs on almost all of America's trading partners that did the damage. Trump’s tariffs could see the average levy on US imports rise to around 25%, leading to higher US prices and slower growth – an unwelcome combination for markets. Much remains uncertain: can tariffs be negotiated down? Or will retaliation make them even worse? In these difficult markets, diversification remains key, with bonds and gold both helping cushion the volatility in equities. Read more on our insights here: https://okt.to/2ljS8W When investing, your capital is at risk. George Brown Caspar Rock

Europe's defence landscape is undergoing a dramatic transformation as countries quickly increase military spending as a share of output. We look at which defence subsectors are likely to benefit most and why a selective investment approach is crucial in this evolving landscape. Find out more here: https://okt.to/qI0aNy When investing, your capital is at risk. Ahmet Feridun

We are thrilled to announce that Cazenove Capital has been recognised as the UK's Best Wealth Manager in the Euromoney Private Banking Awards 2025. This prestigious award underscores our success in recent years, with industry-leading organic growth, a significant expansion across the UK and continued leadership in sustainable investment. This accolade is a testament to our client-centric approach and the values that drive our organisation forward. Read more here: https://okt.to/ID3FC1

America’s economic momentum should be able to carry it through what the President has called a period of “transition.” But shifting global trade and security arrangements mean that an active investment approach will be crucial. Read our latest article here: https://okt.to/MvZma4 When investing, your capital is at risk. Caspar Rock

We are excited to announce our partnership with Blue Earth for a third year. Blue Earth brings together founders, change-makers, investors, and like-minded individuals with a shared set of values. Our partnership aligns with our sustainable investment offering and our awareness of the influence that investments can have on people and planet. This year, we will be supporting both the Blue Earth Summit and the Blue Earth Forum - both of which aim to connect businesses with impact investors, acting as a catalyst for growth. To read more about our 2025 Blue Earth Partnership, click here: https://okt.to/QWYnlh When investing, your capital is at risk. #sustainability #impactinvesting #BlueEarthSummit2025