Insights for professional partners

We don't yet see an end to the AI boom - but we’ve created a robust system to check for signs of a major, imminent deterioration in AI sentiment.

Stay informed with our 9-minute investment update video, setting out our reasons to be cheerful and prepared as the year begins. We observe how January has gone well for many markets and economies.

Defence stocks have risen - but Claire Titmarsh sees further long-term potential, as governments devote a greater share of national economies to military spending

Our monthly look at what’s driving global markets

We review the financial markets over the past year – including bouts of volatility right up till the final few weeks of 2025.

Stay informed with our 10-minute investment update video, setting out why we see stock market promise in 2026 – and how we’ve prepared in case the outcome proves less rosy.

Stay informed with a 6-minute investment update video, discussing stock market resilience, government bond yields and investors’ poor record in predicting politics.

Our monthly look at what’s driving global markets

Demography and technology are boosting growth in the sector. Ozge Brinkworth sees potential for companies that can either introduce entirely new products or enhance existing ones to improve efficiency and clinical outcomes.

For all the billions of dollars spent on AI so far, the current increase is nothing like as large, relative to the size of the US economy. dotcom boom was also fuelled by debt in a way that the current AI wave, so far at least, is not. But vigilance is vital.

Our monthly look at what’s driving global markets

Listen in as Edward Smith, Co-Chief Investment Officer, and Rebecca Williams, Divisional Lead Financial Planning, explore the key themes shaping the investment landscape in the final quarter of 2025.

Stay informed with an 8-minute investment update video, discussing stock market highs, US rate-cutting and reasons for optimism about European economic growth.

Our monthly look at what’s driving global markets.

We look at why artificial intelligence is boosting stock markets – and ponder who the eventual winners might be. We also consider current political risks on both sides of the Atlantic.

Our monthly look at what’s driving global markets.