Darius McDermott and Juliet Schooling Latter offer their opinions on market volatility brought on by a potential banking crisis. They discuss the issues around the failures of both Silicon Valley Bank and Credit Suisse and how a lack of investor confidence could potentially see these issues spread further. Closer to home, we discuss the FTSE 100 and recent changes to the Lifetime Allowance for pensions following the Spring Budget. Both Darius and Juliet conclude by offering their views on technology, healthcare, commodities and India and tells us where they’re looking to invest their ISA allowance this year.

What's covered in this episode: 

• Why the FTSE 100 reached an all-time high
• …yet remains relatively inexpensive
• Is a banking crisis coming?
• What caused the problems for Silicon Valley Bank?
• How a lack of confidence could cause contagion in other banks
• What happened with Credit Suisse?
• Why AT1 bonds suddenly became a cause for concern
• Changes to the Lifetime Allowance for pensions
• How pension regulation has become a “political football”
• The long-term prospects for the technology sector
• Why European equities have performed well so far this year
• Should investors still be confident about corporate bonds?
• Recent under-performers: India, healthcare and commodities 
• Where the experts are investing their ISA allowance this year

The first quarter of 2023 has been a busy one with lots of events for investors to digest. From a banking crisis to changes to the pensions allowance and the FTSE 100 reaching an all-time-high, it’s been an interesting three months. In their regular quarterly update, Darius and Juliet discuss these issues and dissect the best and worst-performing sectors in Q1. 

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.