Market update

Market Horizon: Smooth Sailing or Rough Waters?

Sep 16, 2024

In last month’s Investment Market Update we spoke about the market volatility seen in early August. Since then, global equity markets have broadly recovered, although worries remain over both the health of the US labour market going forward and the ability of the largest technology companies to deliver on the promised profits of their AI investments.

The question is when rather than if

Strategy of diversified investment circle with colours

Mar 19, 2024

This month we explore how investors might be rewarded for holding a diversified portfolio and whilst one cannot time the markets the outlook for asset prices remains positive this year.

Is the inflation yo-yo and US big-tech distorting investment returns?

Feb 23, 2024

As 2024 has started, two key themes have been driving markets; the change in market expectations of interest rates and the results of the US corporate earnings season. Find out more in our latest investment market update.

A great end to 2023 but will there be a New Year hangover?

Jan 17, 2024

This month we take a look at some of the big factors we believe will influence the markets in 2024.

Santa rally got here early in November, but will it stay for Christmas?

Dec 21, 2023

Santa rally got here early in November, but will it stay for Christmas? Read our latest investment market update to find out what’s happening in the markets and what to expect for 2024.

Beware - UK inflation may damage your long-term wealth!

Smiling couple with the cart choosing products in supermarket

Nov 22, 2023

In this month’s Investment Market update we will first cover the UK’s most recent Consumer Price Index (CPI) inflation figures and look at the underlying drivers that are likely to keep inflation and interest rates higher for longer.

Around the world in 90 days - Global investment trends in Quarter 3 2023

Oct 25, 2023

For our Investment markets update and analysis this month, we’ve taken the opportunity to take a step back and look at what factors have been influencing global markets in Quarter 3 2023 and the likely impact on underlying investments.