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.

Market Stability – Not the only commodity in short supply as Russia invades Ukraine

Mar 15, 2022

Market Update - March 2022

The invasion of Ukraine by Russia has wreaked destruction on the second largest country in Europe, causing appalling suffering and loss of life.

Markets wobble out of lockdowns

Feb 15, 2022

Market Update - February 2022

2021 ended with the S&P 500 reaching a record high, the FTSE 100 18% up on the year and European equities resurging with large cap equities up over 23%.

December capped off a strong year for equity markets

Jan 21, 2022

Market Update - January 2022

December ended a strong year for equity markets, as the opening of economies, following successful vaccination programmes and fuelled by loose government policy, helped to propel corporate earnings above expectation.

Omicron moves markets and expectations

Dec 21, 2021

Market Update - December 2021

With the announcement of a new COVID-19 variant known as "Omicron" by the World Health Organisation (WHO), markets have a sense of déjà vu.

It ain't over until it's over

Nov 24, 2021

As positive global economic activity continues following the depths of the pandemic, hopefully we are getting closer to the point where monetary authorities are confident enough to begin to reduce their asset purchase programmes and to start to increase interest rates.

When will central banks come off the gas?

Sep 28, 2021

As central banks contemplate the future health of the World economy there is one word on investors' minds in recent weeks and that is ‘tapering’.