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Carrick is a true leader in wealth & capital management. We guide high net worth individuals onward to real dominion over their financial future.

Winners at the International Adviser Best Practice Adviser Awards and International Investment Awards for 2023, Carrick is a true leader in wealth and capital management. We are stewards who guide high net worth individuals onward to real dominion over their financial future. Helping them to leave a lasting legacy of wealth. The Carrick seal carries with it the principles of trust, professionalism and partnership. We offer independent financial advice to a diverse range of highly successful individuals, and a comprehensive spectrum of the finest financial solutions through well-respected international financial institutions. Above all else, service to clients is our raison d’être. With boutique-style personal attention and one-on-one advice, in the Carrick realm the client is most certainly king.

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

15/10/2026

A look back at a fantastic week of conversation, connection and market insight across South Africa.
Our recent seminar roadshow, hosted by Carrick Wealth in partnership with Marlborough, brought clients and guests together to hear from Nathan Sweeney and Danny Knight, with Jandre Venter, Head of Investment Propositions at Carrick Wealth, hosting the sessions.

Thank you to everyone who joined us and contributed to such engaging discussions around current markets, emerging opportunities and the issues investors are considering right now.

A valuable few days of insight, perspective and meaningful engagement.

13/10/2026

September’s offshore returns looked different depending on the currency in which they were measured.
The rand weakened against the dollar but strengthened against sterling and the euro, while the JSE fell 6.67% and the SARB raised rates. Our monthly commentary examines how currency exposure, concentrated technology gains and higher bond yields interacted for South African investors. Read the latest article here: https://bit.ly/MIR-SA-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?

09/10/2026

Three awards. One shared achievement.
Carrick Wealth is proud to have been recognised in three categories at the 2026 International Investment Awards:

🏆 Excellence in Client Service (Africa)
🏆 Excellence in Advisory Best Practice (Africa)
🏆 Company of the Year (Adviser) – Africa

These awards reflect the strength of our client relationships, the quality of our advice and the standards we continue to uphold across our business.

Above all, they recognise the people behind Carrick Wealth. From our advisory and servicing teams to the colleagues working behind the scenes, this achievement belongs to everyone who contributes to the care, commitment and expertise our clients experience every day.
A fantastic milestone for Carrick Wealth, and a proud moment for our entire team.

08/10/2026

On this day twelve years ago, Carrick began its journey.

Since then, much has changed. Our business has grown, our teams have expanded, new markets have opened and our ambitions have evolved.
But none of it has been achieved alone.

Carrick has been built through partnership — with the clients who place their trust in us, the people who bring their expertise and commitment to our business every day, and the organisations and professionals who work alongside us.

Those relationships have helped shape who we are today and continue to play an important part in where we go next.

So today, we celebrate more than a birthday. We celebrate the partnerships behind the journey.
To our clients, colleagues and business partners: thank you for being part of the Carrick story.
Built through partnership. Since 2014.

07/10/2026

We are proud to share that Rashay Makan (MD, Carrick Wealth SA) and Paul de Waal (Private Wealth Manager) have been named in Citywire South Africa’s Top 50 IFAs for 2026.
Their recognition is a proud moment for Carrick and reflects the standard of advice we continue to build our business around; thoughtful financial planning, strong client relationships, disciplined investment thinking and a long-term view of wealth.

Behind every adviser is also a wider team: people who bring specialist expertise, rigorous processes and consistent support to the client experience. It is that combination of individual judgement and collective strength that defines how we work.

Congratulations, Rashay and Paul. We are proud to see you representing Carrick among South Africa’s leading financial advisers.
We Do Better, Together.

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.

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.

Address

COLOSSEUM S1002 MEZZANINE LEVEL 26 CENTURY BOULEVAR CENTURY CITY
Cape Town
7441

Opening Hours

Monday	07:30 - 17:00
Tuesday	07:30 - 17:00
Wednesday	07:30 - 17:00
Thursday	07:30 - 17:00
Friday	07:30 - 17:00

Telephone

+27212011000

Website

https://carrick-wealth.com/

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