What might higher interest rates mean for investors?

Archived article

Archived article: please remember tax and investment rules and circumstances can change over time. This article reflects our views at the time of publication.

Interest rates are at the highest they’ve been for 15 years and this is having profound implications for everyone: the economy, companies and investors.

How might investors position themselves for this new environment? We discuss this with Charlie Huggins, manager of Wealth Club’s Quality Shares Portfolio, in our latest video interview.

Important: The information on individual company shares represents the view of Charlie as portfolio manager but it is not a personal recommendation to buy, sell or hold shares in any company. Experienced investors should form their own considered view or seek advice if unsure. Charlie personally holds shares in Diploma, Roper Technologies and RELX. This article is original Wealth Club content.

Interview with Charlie Huggins – What might higher interest rates mean for investors? (recorded Aug 2023)

 

Watch the video to hear Charlie’s views on:

  • The impact of higher interest rates on the economy and markets
  • Which companies and sectors might be most vulnerable to higher rates
  • How he is positioning the Quality Shares Portfolio in response
  • Where interest rates might go next 

Charlie also offers his thoughts on several companies, including two stock market darlings, a UK housebuilder, a takeaway delivery firm as well as several holdings from the Quality Shares Portfolio. He explains why he thinks higher interest rates could be a major headache for some, but a blessing in disguise for others. 

Apply online now: Quality Shares Portfolio, managed by Charlie Huggins 

The Quality Shares Portfolio, managed by Charlie Huggins and exclusively available through Wealth Club, is a portfolio specifically designed for people who are genuinely interested in investing.

It’s a portfolio of 15-20 global businesses chosen for their resilience, financial strength and pricing power.

It is profoundly different from any other investment you might hold in two key respects. The first is the level of information, insight and transparency it provides (you can see an example here). The second is in the investing approach itself.

You can invest in the Quality Shares Portfolio online, if you’re a high net worth or sophisticated investor. The minimum investment is £10,000; you can invest in an ISA, SIPP or in a General Investment Account, subscribing new money or transferring existing investments.

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Wealth Club aims to make it easier for experienced investors to find information on – and apply for – investments. You should base your investment decision on the offer documents and ensure you have read and fully understand them before investing. The information on this webpage is a marketing communication. It is not advice or a personal or research recommendation to buy any of the investments mentioned, nor does it include any opinion as to the present or future value or price of these investments. It does not satisfy legal requirements promoting investment research independence and is thus not subject to prohibitions on dealing ahead of its dissemination.