CDM Intelligence
The Cash Trap
How inflation silently erodes purchasing power.
Market Intelligence
Insight Beyond The Headlines
Markets move. Policies change. Opportunities emerge.
At CDM Capital, we believe investors should understand why markets are changing, not just react after they have changed.
Featured Intelligence Reports
More Than Investment Reports
CDM Intelligence
The Inheritance Tax Question
What every investor needs to know.
CDM Intelligence
The Great Inversion
What AI means for wealth creation.
CDM Intelligence
Market Alerts
Timely analysis of key developments.
What We Analyse
We don’t simply report market news. We analyse the implications.
Research Summary
We don’t simply report market news. We analyse the implications.
Macroeconomics
Inflation, interest rates, monetary policy and global trends.
Tax & Policy
Tax updates, legislation, wealth preservation and estate planning shifts.
Markets & Trends
Equities, property, commodities and market behaviour.
Alternative Assets
Whisky, private equity, fine art and rare assets.
Precious Metals
Gold, silver and wider hard-asset flows.
Emerging Trends
AI, automation and technology-driven shifts in future wealth.
Research Summary
The World Doesn’t Move In Straight Lines
Understanding the connection between global events, policy decisions and market movements is key to identifying opportunity before the crowd catches up.
Inflation
Pressure rises and purchasing power shifts.
Interest Rates
Central banks react to control prices.
Property Markets
Capital values and yields reprice.
Investor Behaviour
Sentiment shifts and money rotates.
Alternative Assets
Capital moves to specialist markets.
Opportunity
Prepared investors find the clearer entry point.
Recent Market Observations
Key developments we’re monitoring right now.
Budget shifts on record cash
Britain’s households and bank balances are at record highs, yet policy debates continue to reshape where capital seeks protection.
Pension and tax changes ahead
Chancellor Rachel Reeves is expected to announce significant tax and pension reforms, with investors likely reviewing structures early.
AI driving commodity demand
Data centres, chips and infrastructure are feeding fresh demand into power, copper and construction-linked inputs.
Gold holds record highs
Central bank buying, geopolitical stress and persistent inflation concerns continue to support bullion at elevated levels.
Whisky markets remain firm
Global demand for specialist casks continues to underpin interest in scarce stock with defined provenance.
Next Steps
Begin the Conversation
The opportunities featured on this website are only the starting point.
Many of our client relationships begin with a private discussion about objectives, time horizons and areas of interest before exploring suitable opportunities in greater detail.
