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Weekly Digest: "You're fired! Or not..."
Last Updated: July 25, 2025
Investors have to cope with the flurry of announcements and changeable policy of the second Trump era. In particular, they’re pondering the increased pressure on the Fed to keep rates low.
Weekly Digest: The numbers game
Last Updated: July 24, 2025
Earnings ultimately drive stock returns, not geopolitics - and the quarterly earnings season has arrived.
Investment Insights Q3 2025
Last Updated: August 1, 2025
US tariffs seems to be reshaping the world. In our lead article this quarter, we discuss how rising trade barriers signal a turning point in US policy, with significant consequences for global economic growth, inflation and investor positioning.
Monthly Digest: Balancing the scales
Last Updated: August 6, 2025
There’s much for investors to worry about, including possible plot twists in the tariff soap opera. But there’s much to help them sleep, such as the potential from companies adopting artificial intelligence.
Reading the recovery
Last Updated: August 8, 2025
Stay informed with our latest 10-minute investment update video, exploring the stock market rises, the effect of tariffs, and opportunities across global markets.
Weekly Digest: Old Lady sets puzzle
Last Updated: August 12, 2025
Economies, financial markets and celestial bodies all have their own cycles. As wealth managers, we take care not to get too caught up in the financial market variety.
Monthly Digest: A hyperactive holiday season
Last Updated: September 23, 2025
Markets swung between tariff shocks, political drama and AI optimism in August, reminding investors of the importance of diversification in uncertain times.
Interrogating the stock market rally
Last Updated: September 23, 2025
Stay informed with our latest 10-minute investment update video, exploring record highs in stock markets, corporate earnings and the interplay between UK inflation and gilts.
Weekly Digest: Markets’ Indian Summer
Last Updated: September 23, 2025
Summer seems to have ended quite abruptly in the UK. But financial markets have maintained a sunny mood. It’s time for a quick review of where we are and what might be some of the key drivers of markets between now and the end of the year.
Four ways to reduce your inheritance tax bill
Last Updated: September 26, 2025
Whatever your views on IHT, it needs thinking about – all the more because the UK is in the top ten of countries with the highest inheritance tax rates in the world. The inevitability of this tax for many families makes good estate planning a must.
Weekly Digest: Weakening US growth collides with rising inflation
Last Updated: September 2, 2025
A drastic reduction to estimates of American jobs growth and the uncertain effect of a raft of political changes are clouding the outlook for the US central bank. Investors still believe the odds are good for a resumption of interest rate cuts regardless.
Weekly Digest: Cognitive drain
Last Updated: September 24, 2025
Americans are getting richer, boosting consumption and helping US stocks reach fresh record highs. The market is also boosted by a bet that profits could grow as corporate America learns how to use AI productively.