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Carrick Wealth Namibia

Leaders in offshore wealth management guiding high-net-worth-individuals to financial security.

02/11/2026

Are Big Tech's AI ambitions beginning to test investor confidence?

Strong earnings from major technology companies are being weighed against rising AI investment costs, while persistent US inflation keeps interest rate expectations in focus. Together, these developments offer an insight into some of the key forces shaping global markets.

In this week's Monday Espresso Podcast, Andrew Shaw is joined by Nick Warmisham, Investment Analyst, to discuss:
• Microsoft, Alphabet and Amazon's results, and the growing scrutiny of AI investment spending.
• The Federal Reserve's decision to hold rates amid rising US inflation.
• The UK's Autumn Budget and its implications for savers, investors and households.

🎧 Listen to the full episode – https://bit.ly/EspressoPodcast-2-11-26

26/10/2026

Is rising oil prices putting the AI investment boom under pressure?

Brent crude has climbed above $110 a barrel as Middle East tensions escalate, while higher inflation and bond yields are weighing on technology shares. With AI infrastructure increasingly reliant on debt, the cost of funding is becoming a critical market consideration.

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

- Why rising borrowing costs are exposing vulnerabilities across AI infrastructure and semiconductor stocks.
- What Meta and Tesla’s latest results reveal about capital spending, profitability and free cash flow.
- How central bank decisions and major technology earnings could influence market sentiment.

Can AI demand sustain current valuations as the cost of capital rises?

🎧 Listen to the full episode – https://bit.ly/EspressoPodcast-26-10-26

19/10/2026

What are credit markets signalling about the AI trade?

AI chip demand remains strong, but debt-funded expansion is under strain as borrowing costs rise. Investors rotated away from AI names towards financials, healthcare and materials, while stronger-than-expected US inflation added pressure to the interest rate outlook.

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

CoreWeave’s credit warning signals and funding pressures across the interconnected AI sector.

US inflation surprises and why higher rates matter for valuations and indebted companies.

Improving market breadth and what upcoming earnings could reveal about growth and AI spending.

🎧 Listen to the full episode – https://bit.ly/EspressoPodcast_19-10-26

13/10/2026

The Namibia team just got a little bigger!

We’re pleased to welcome Edward Dunaiski, our newest Private Wealth Manager, to th Carrick Namibia team.

Edward has spent over ten years in financial services helping individuals and families plan for the long term, protect what they’ve built and make confident decisions about their money. He’s also big on financial education, because he’s seen firsthand how much better people’s outcomes are when they actually understand their options.

We’re really glad to have him with us. Welcome aboard, Edward!

13/10/2026

In our latest Month in Review, we explore the key global market developments shaping September, from changing interest-rate policies and rising bond yields to regional equity performance, currency movements and the continued influence of AI-related shares. Discover the trends influencing the investment landscape and what they could mean for investors going forward.

Read the full article here: https://bit.ly/MIR-AFR-12-10-26

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?

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.

05/10/2026

It’s one thing when we’re tooting our own horn, and another when real people who have worked with us speak about their unique experiences.

For us, wealth management goes far beyond products and portfolios. We put our clients, their needs, circumstances and dreams at the centre of what we do, and remain more dedicated than ever to helping them make informed decisions along the way.

This is what we do well.

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.

22/09/2026

The Federal Reserve and Bank of Japan raised rates, oil remained elevated and global growth signals diverged.

Read our Week in Review for an African perspective on currencies, import costs, trade and offshore investments. https://bit.ly/3VFEXrU

Address

Bergdoring Building, Unit 3, 38 Sir Seretse Khama Street
Windhoek

Opening Hours

Monday	07:00 - 16:00
Tuesday	07:00 - 16:00
Wednesday	07:00 - 16:00
Thursday	07:00 - 16:00
Friday	07:00 - 16:00

Website

https://carrick-africa.com/

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