Archived article: This article was correct at the time of publishing. Tax, investments and pension rules can change over time so the information below may not be current.

Podcast: Our 2016 investment update

In this January 2016 update, Caroline Connell and Marcel Porcheron discuss our views on markets since the start of the year. They explain changes made to clients’ portfolios and discuss the key topics they feel affect our clients. These include our views on China and oil, the state of the global economy and our latest investment thinking.

If you have any questions about anything featured in the podcast, please get in touch.

The value of all investments can go down as well as up and you can get back less than you originally invested.

The information in this podcast is for educational and leisure purposes only and should not be taken as advice. Past performance is not a guide to future performance.

Different funds carry varying levels of risk depending on the geographical region and industry sector in which they invest. You should make yourself aware of these specific risks prior to investing. Funds which invest in specific sectors may carry more risk than those spread across a number of different sectors. In particular, gold, technology and other focused funds can suffer as the underlying stocks can be more volatile and less liquid.

Targeted Absolute Return funds do not guarantee a positive return and you could get back less than you invested, as with any other investment. Additionally, the underlying assets of these funds generally use complex hedging techniques through the use of derivative products, which can carry additional risks which may not be immediately apparent.

The property market can be illiquid; consequently, there can be times when investors will be unable to sell their holdings. Property valuations are subjective and a matter of judgement. This is not advice to invest.

Due to their nature, specialist funds can be subject to specific sector risks. Investors should ensure they read all relevant information in order to understand the nature of such investments and the specific risks involved.

All information, opinions and estimates in this document are those of Tilney Bestinvest and constitute our best judgement as at the time of this presentation and may be superseded by subsequent market events or other reasons.