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.

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.

Aug 15, 2023

In the realm of finance, narratives are akin to the changing tides of the sea, dictating the direction of markets and investor sentiment.

Big Family Garden Party Celebration, Gathered Together at the Table Family, Friends and Children.

Jul 20, 2023

The second quarter (Q2) of 2023 witnessed significant developments in global financial markets, characterised by the underperformance of bonds versus equities, concerns regarding inflation, and divergent equity returns across various regions.

mixed-race-woman-exercising-in-park-with-mature-friends-gm

Jun 20, 2023

The economy faces potential risks of a recession in 2024, indicated by negative trends, reduced investment in real estate and non-residential sectors, and potential weaknesses in global trade and labour market conditions.

A hand of a senior man in wheelchair holding grass flower. An unrecognizable adult son with his father on a walk in nature at sunset. Close up.

May 17, 2023

The recent collapse of First Republic, the second-largest bank failure in US history following the 2008 demise of Washington Mutual, has sent tremors through the financial sector.

Senior Couple Sitting On Wooden Jetty By Lake

Apr 21, 2023

Understanding the Current State of the World Economy and Markets

Inflation, Growth, Equities, and Fixed Income

As the first quarter (Q1) of 2023 has now drawn to a close, we look back on how events in global markets have influenced the current state of the economy.

Market update

AI gold rush to continue as September returns continue to shine

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

Navigating the Narrative Seas: The Journey to a Soft Landing in the US Economy

First the worst, second the best? A look at at the second quarter of 2023: Bonds, Inflation, and Equity Returns

Will 2024 see another recession?

First Republic – Another Banking Collapse. Should we be worried?

Understanding the current state of the World Economy and Markets

Understanding the Current State of the World Economy and Markets

Inflation, Growth, Equities, and Fixed Income