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Review of the week: No, Prime Minister
Last Updated: January 20, 2023
It’s bye bye for Boris after one scandal too many, yet it shouldn’t affect UK markets much if at all. Meanwhile, the Bank of England is making sure British banks are as safe as houses.
Review of the week: The cycle of hope
Last Updated: October 10, 2025
When you really want some thing to happen, it’s hard to be objective about it. You focus on the reasons why it will happen and explain away any suggestion that it won’t. Investors have been guilty of this while dreaming ceaselessly of American interest rate cuts over the past year or more.
Hydrogen’s role in the shift to a net-zero economy
Last Updated: October 10, 2025
Hydrogen is all around us. It is the most abundant element in the universe — and it is therefore fitting, perhaps, that the hype around its potential to be a panacea in the transition to a world of net-zero carbon emissions has been difficult to escape.
Review of the week: Is Europe at Sea?
Last Updated: October 10, 2025
Seismic geopolitical changes are wrenching the post-war global order, straining the transatlantic partnership and upending supply chains. Investors are recalculating furiously, putting financial markets in flux as well.
Investment Update: The Non-Patriotic Case for UK Equities
Last Updated: October 10, 2025
Long gone are the days when UK equities made up the majority of the average UK wealth management portfolio. We see that as a good thing in general, given our firm belief that a global mindset is important for delivering superior risk-adjusted returns. Still, the cavernous gap between the valuation of UK companies and their peers overseas is worth investigating.
Investment Insights 2024 UK election special: Labour’s climate policy has implications for investors
Last Updated: October 10, 2025
It seemed, at times, that Labour’s Green Prosperity Plan— a pledge to invest £28 billion a year into greening the economy— was destined for death by a thousand cuts. In the end it limped, wounded, into the manifesto. But the taming of Labour’s initial ambition has prompted questions about the party’s devotion to the climate cause.
Review of the week: Negotiating a trade war
Last Updated: June 12, 2025
Markets continue to recover as US President Donald Trump and his advisers whisper sweet nothings to investors. It’s a brittle sort of recovery though: definitive de-escalation of the global trade war is needed to truly woo investors. Through it all, though, the dollar should still reign supreme.
Review of the week: Gloves off?
Last Updated: June 12, 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: July 4, 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.
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: Take a breath
Last Updated: June 12, 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.