What does the Spring Statement mean for your finances? March 5, 2026 Our Spring Statement 2026 article highlights the key points from the Chancellor’s update and explains what it could mean for your finances ahead of the 2026/27 tax year. Continue Reading
Wrecking Ball March 3, 2026 In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines the contrasts between US and Asian stock markets, considers the impact of agentic AI and highlights resilience in the UK market. This piece also touches on the recent events in the Middle East. Continue Reading
Alarums and excursions February 4, 2026 It is often said that January sets the scene for the rest of the year when it comes to the markets – will the same hold true for 2026? Our European Strategist, Jeremy Batstone-Carr, examines key economic and geopolitical events from the last few weeks, before looking ahead to the coming months. Continue Reading
Investment Strategy Quarterly – January 2026 January 13, 2026 In our first Investment Strategy Quarterly of 2026, we examine the continued demand for electricity, optimism for the bond market, the importance of selectivity in equities, plus the potential risks and opportunities for the year ahead. Continue Reading
The year that was December 3, 2025 In the last Monthly Market Commentary of 2025, our European Strategist, Jeremy Batstone-Carr, looks back over a year of hard-earned returns as he reviews the various challenges investors have had to navigate. Continue Reading
Autumn Budget Newsletter 2025 November 28, 2025 Our Autumn Budget Newsletter breaks down the Chancellor’s Autumn Statement, outlining its impact on individuals. Read an in-depth analysis on the following areas, plus more: Personal allowances for individuals and savers Considerations for estate planners Points for business owners Salary sacrifice changes Pensions Continue Reading
Is AI a financial bubble? November 3, 2025 This edition of Monthly Market Commentary examines whether the rapid rise of Artificial Intelligence is fuelling a financial bubble. It explores the hype, the risks and the reality, with lessons drawn from the dot-com boom and the Global Financial Crisis to help investors assess today’s AI-led market dynamics. Continue Reading
Family Investment Companies: 6 Ways They Can Strengthen Your Wealth Planning October 21, 2025 In an era of evolving UK tax legislation and complexity, Family Investment Companies (FICs) have emerged as a powerful, popular tool for high-net-worth families seeking control, flexibility, and tax efficiency of their estates. Continue Reading
Investment Strategy Quarterly – October 2025 October 3, 2025 Our latest Investment Strategy Quarterly explores the resilience of US equities amid stretched valuations, the strategic importance of data integrity for economic decision-making, and Japan’s differentiated market performance. It also assesses the UK’s fiscal outlook ahead of the Autumn Budget, with growing economic and policy challenges shaping the landscape. Continue Reading
Baked in Alaska September 1, 2025 August is typically a quiet month for the financial markets, however, this year it has been filled with market-moving news. Our European Strategist, Jeremy Batstone-Carr, examines key economic and geopolitical events of the last few weeks. Continue Reading
