Market update

The Statue of Liberty with inscription of 2024 Presidential Election in the United States and waving American flag animation in the backgroung

Trump's return - investment boom or inflationary timebomb?

Nov 20, 2024

The US election has dominated headlines and markets over the recent past. Now that the US election has delivered a new President, we can consider how markets have reacted and the broader economic implications.

Diversify or die - the case for balanced investor portfolios

May 21, 2024

In our Investment Market Update this month, we cover the following two themes: How April 2024 contrasted to Q1, leading to the benefits of diversification as well as the impact of the change in monetary policy expectations in April and how this drove returns.

The investment crystal ball - What do we know so far?

Crystal ball and businessman with chart graphs

Apr 19, 2024

With the first quarter of the year already wrapped up (it feels like Christmas was yesterday!) we thought it would be worth recapping the high-level macroeconomic picture and summarising the notable movements in markets through the quarter.

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.