Carrick Consult

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 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What can go wrong if your Will is outdated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

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

In this week’s quick sip, we unpack the key insights you need to know right now.

🎧 Listen here: https://thecarrickgroup.com/Espresso_Podcast_19-01-2026

Today invites reflection on where we come from and how we move forward together. At Carrick, we acknowledge the importance of reconciliation in shaping a more inclusive and resilient society.