Global markets -
The Arbuthnot Latham Q4 market update webinar
Hear from our Investment Committee about the changes they have made to our portfolios to adapt to market conditions.
Our Investment Committee meets each quarter to debate and discuss how global economic trends and events could impact our investment portfolios. The Committee identifies the risks and opportunities and decides on the changes we need to make to ensure our clients' holdings have the best chance of growth.
In our November market update webinar Eren Osman, our Managing Director of Wealth Management, and members of our Investment Committee covered our recent investment updates, including:
- AI and global growth
- Fed rate cuts
- Portfolio diversification.
Watch a recording of the webinar
Video -
Your speakers
Eren Osman is Head of Wealth Management. He chairs the Investment Committee and supports research efforts across all major asset classes. Eren has provided investment management services to private clients since 2003. With a passion for financial markets and investment research, he encourages an innovative and open-minded approach to portfolio management to best achieve our client objectives. He holds the Investment Management Certificate and is a Chartered Financial Analyst.
Jason Da Silva joined Arbuthnot Latham in 2022, as a senior research analyst and in 2023 he was promoted to Director, Global Investment Strategy. He most spent four years at boutique asset manager Obsidian Capital focused on direct equities, fixed income, commodities, and currencies. Previously, he worked at EY, where he became a Chartered Accountant before rotating into the EY corporate finance division. Jason holds both a CA(SA) and a CFA.
Edward Johnstone is a Director and heads up our team of investment managers. He is a voting member of the Investment Committee and leads the Fixed Income Research Pod. With over 15 years of experience in wealth management, Edward works closely with clients to help them achieve their long-term financial goals. Prior to joining Arbuthnot Latham, he was a Discretionary Wealth Manager at HSBC Global Asset Management.
Investment Committee Series
Our Investment Committee share their key decisions and outlook for Q4 2025 here
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DISCLAIMER
This communication should be considered a marketing communication. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research. It is for information purposes only and does not constitute advice, a solicitation, recommendation or an offer to buy or sell any security or other investment or banking product or service. You should seek professional advice before making any investment decision. The value of investments, and the income from them can fall as well as rise, and may be affected by exchange rate fluctuations. Investors could get back less than they invest. Past performance is not a reliable indicator of future results. The tax treatment of investments depends upon individual circumstances and may be subject to change.
The contents of this communication are based on opinions or conditions as at the date of writing and may change without notice. To the extent permitted by law or regulation, no warranty of accuracy or completeness of this information is given and no liability is accepted for its use or reliance on it.