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Carrick Consult Carrick Consult offers independent fiduciary and financial solutions to protect and preserve wealth.

US stocks are near record highs, but is the market stronger than it looks?🎧 Listen to the full episode – https://thecarr...
12/10/2026

US stocks are near record highs, but is the market stronger than it looks?
🎧 Listen to the full episode – https://thecarrickgroup.com/EspressoPodcast_12-10-26

While the S&P 500 approaches new highs, more than a third of its constituent stocks are in technical bear-market territory. Meanwhile, rising bond yields, SpaceX’s move into mobile services and renewed questions around AI revenues are adding fresh complexity to the global market picture.

In this week's Monday Espresso Podcast, Rory is joined by Andrew Shaw, Senior Investment Analyst, to discuss:

- Why a handful of AI and energy companies are driving much of the US market’s performance.
- How SpaceX’s expansion into mobile services has unsettled telecommunications stocks.
- What the OpenAI revenue headlines reveal about market expectations and the importance of understanding the underlying numbers.

How sustainable is a market rally when performance is concentrated in so few companies?

Could weaker US hiring ease pressure on interest rates while oil keeps inflation concerns alive? 🎧 Listen to the full ep...
05/10/2026

Could weaker US hiring ease pressure on interest rates while oil keeps inflation concerns alive? 🎧 Listen to the full episode – https://bit.ly/Espresso_Podcast_05-10-26

Higher energy prices and rising bond yields are keeping global borrowing costs in focus. September’s weaker-than-expected US jobs report has raised hopes of a Federal Reserve pause, although one month’s data does not establish a trend.

In this week's **Monday Espresso Podcast**, Andrew Shaw is joined by James Millward, Investment Analyst at Marlborough, to discuss:

- How the Iran conflict drove Brent crude between $98 and $107 a barrel.
- US 10-year government bond yields above 5% and September’s 29,000 new jobs, against 90,000 expected.
- What Micron’s strong results suggest about AI memory demand, and why its shares barely moved.

Could calmer US-China relations support global markets and what could AI disruption mean for investors? 🎧 Listen to the ...
28/09/2026

Could calmer US-China relations support global markets and what could AI disruption mean for investors? 🎧 Listen to the full episode – https://bit.ly/4hpVAiB

In this week's Monday Espresso Podcast, Rory is joined by Nick Warmisham, Investment Analyst, to discuss:

- The extension of the US-China trade truce and what it means for global trade and Asian markets.
- Meta's new AI assistant, Muse, and why companies such as Amazon, Alphabet and Shopify are responding differently.
- Rising UK government borrowing, record debt interest costs and the implications ahead of next month's budget.

What happens when geopolitical tensions rise, oil prices surge, and AI spending comes under greater scrutiny?This week's...
20/07/2026

What happens when geopolitical tensions rise, oil prices surge, and AI spending comes under greater scrutiny?

This week's Monday Espresso Podcast explores the developments shaping global markets and what investors should be watching.

In this episode, Rory Dowie and Nick Warmisham discuss:

• The latest escalation in the Middle East and why rising oil prices matter for markets and inflation.

• What second-quarter earnings from major US banks reveal about the current economic environment.

• Why AI-related stocks remain under pressure despite strong results from companies like TSMC.

• What TSMC's outlook says about the long-term demand for semiconductors and AI infrastructure.

• The key market events and economic developments to watch in the week ahead.

Stay informed with our latest 5-minute market update, offering timely insights into the stories influencing global markets.

🎧 Listen here: https://thecarrickgroup.com/EspressoPodcast_20July

Your Will Is More Than a Document. It's a Plan for the People Who Matter Most. Many people assume that once a will has b...
09/06/2026

Your Will Is More Than a Document. It's a Plan for the People Who Matter Most.

Many people assume that once a will has been signed, the job is done. Yet life rarely stands still. Changes in family circumstances, assets, legislation, or residency can all have implications for your estate plan, making regular review essential.

Join us for an informative Zoom webinar on Wednesday, 24 June 2026 at 3pm, where we explore why a well-structured will remains one of the most important components of a comprehensive financial plan.

Fiduciary expert Leslie Swart (Carrick Consult), will be in conversation with Private Wealth Manager David Monteiro (Carrick Wealth), to offer practical guidance and insights. During the session, we will discuss:
Warning signs that your Will may no longer be fit for purpose
What can go wrong if your Will is outdated
What happens if you die without a valid Will
Key considerations when drafting a Will
Conclusion - A Will is more than a document

This session is ideal for anyone who has not yet drafted a will, has not reviewed their will recently, or wants to better understand the role a will plays in estate planning.

Register here: https://zoom.us/webinar/register/WN_-I8FATTiR2O-f-wepYpV5w

03/04/2026

This Easter, we’re reminded that the most meaningful moments are often the simplest.

A pause. A conversation. A shared table.

At Carrick, we believe in building connections that last - with our clients, our partners, and each other.

Wishing you a restful and reflective Easter filled with moments that matter.

Markets rebound 📈 Geopolitics in focus—but it’s oil prices that matter. UK inflation eases, rate cuts still expected & N...
23/02/2026

Markets rebound 📈 Geopolitics in focus—but it’s oil prices that matter. UK inflation eases, rate cuts still expected & NVIDIA earnings ahead. Catch up on the Monday Espresso Podcast. 🎧
Listen now: https://thecarrickgroup.com/Espresso_Podcast_23-02-2026

01/01/2026

With gratitude for the year behind us and optimism for what’s ahead. Wishing you growth, opportunity, and success in the New Year.

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The Colosseum, Mezzanine Level 26 Century Boulevard, Century City
Cape Town
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