Market update

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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.
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Silicon Valley Bank - Systemically Very Bad?

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Mar 21, 2023

Some significant news that occurred in the last couple of weeks was the collapse of the US’s 16th largest bank, Silicon Valley Bank (SVB).

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What could happen to global economies and investments in 2023?

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Feb 22, 2023

Let's have a look at the bigger picture

Whilst markets still face a level of risk after a turbulent 2022, it can be said that there is optimism for markets this year.

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Will 2023 see a calming to the storm?

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Jan 18, 2023

In 2022 rising inflation and interest rates were bad for government bonds and equities. In 2023 inflation will come down and interest rates should peak - will it be a better year for markets?

 

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The Ghost of Markets Past

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Dec 21, 2022

Market Update - 21st December 2022

2022 has been an interesting year with significant market and geopolitical disruption.

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Housing Headwinds

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Nov 16, 2022

Market Update - 16th November 2022

Introduction

Inflation and interest rates continue to dominate and influence investment markets as well as savings rates and the housing market, so this is a key element of this month’s Investment Market Update – how the impact of rising mort

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Mini-budget - big mess?

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Oct 21, 2022

October Investment Market Update

The last few weeks have seen turmoil in the UK currency and bond markets on the back of the announcement of the so-called mini-budget.

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