Filters
Review of the week: Gloves off?
Last Updated: October 14, 2025
US stocks held up well during a wild week of White House adjustments to its tariff policies. US government bonds and the dollar were less fortunate.
Planet Papers 3: A brand new world
Last Updated: October 14, 2025
This new generation of consumers are more likely to express a strong interest in social engagement, purpose and values than their predecessors, and the disruption that COVID-19 has wrought across the globe seems to have strengthened the demand for a more sustainable approach.
Review of the week: France cuts spending, ECB to cut rates?
Last Updated: October 14, 2025
The twin engines of the European economy, Germany and France, are sputtering. With inflation falling and France turning to austerity, will the central bank come to the rescue?
To lend, borrow, or not; nay, to buy? That is the question
Last Updated: October 14, 2025
Head of multi-asset investments David Coombs’s Nan Connie was so sceptical of debt it made her wax lyrical. Her old advice prompts him to wonder if a tempest is building in debt markets or if it’s all just Shakespearean melodrama.
Can India meet optimistic growth expectations?
Last Updated: October 14, 2025
India's prospects for economic growth look good - but we think its promise is already priced into its stock market.
Review of the week: Big changes, big uncertainty
Last Updated: October 14, 2025
The anticipation of Trump 2.0 has driven stock market excitement and household confidence in the months since his election. Now he’s in office, is the reality starting to subdue that optimism?
An electric future
Last Updated: October 14, 2025
From checking our phones and firing up our laptops, to getting in the car or the train to work, energy, in all its forms, is the lifeblood of our society. And just as we only think about our circulatory system when things go wrong, we often take energy for granted until it’s not there.
Review of the week: I predict a riot
Last Updated: October 14, 2025
A plan to sort out France’s unsustainable state spending is in jeopardy as another government is threatened with dissolution by the parliament. Meanwhile, chances improve for a December interest rate cut in the US.
Review of the week: Take a breath
Last Updated: October 14, 2025
American stocks have taken a jolt downward, rattled by an escalating trade war and an unpredictable President. It’s not a time to panic.
Be a ScamSmart investor
Last Updated: October 10, 2025
The Financial Conduct Authority (FCA) recently launched its ScamSmart campaign to help investors, particularly retirees, avoid the financial losses and emotional distress of being scammed. Over-65s with savings in excess of £10,000 are three and a half times more likely to fall victim to investment fraud. This campaign has particular appeal to us given many of our clients are in this age group.
Review of the week: Inauguration Day
Last Updated: October 14, 2025
Government bond yields fell back on better-than-forecast inflation as Donald Trump’s first day in office neared. The big unknown for investors is which tariff policy – we’ve heard many versions – the new administration will land on.
Review of the week: The return of the dragon
Last Updated: October 14, 2025
The year of the dragon hasn’t been an auspicious one for China so far. Its leaders are trying to turn that around with a wall of money to kickstart its sputtering economy.