Market update

AI gold rush to continue as September returns continue to shine

Oct 17, 2025

Global equities moved higher in September with most major indices making positive returns, with US equities leading the way returning 4% (in sterling terms). This meant it was another strong quarter for risk assets as market enthusiasm around AI gained momentum, trade tensions were eased and we saw the Federal Reserve cut rates for the first time since December 2024.

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.

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.