Market Volatility Update & Why Stay Invested Pack
24th March 2026
Following a couple of months of exceptional investment returns, March has seen markets pull back on news out of Iran, and asset prices have, unsurprisingly, become more volatile….
Markets Soar… Then Sour
17th March 2026
Markets Soar – January/ February 2026 The first two months of 2026 saw a continuation of the trends that dominated investor portfolios throughout 2025, with the rest of…
The Interest Rate Conundrum
26th February 2026
We have experienced years in which markets have hung on every word from central banks, with clear evidence of coordination in policy direction across major financial centres. However,…
The Calendar Turns, Markets Don’t
17th February 2026
Markets don’t care about the calendar The first few weeks of 2026 have been a mirror image of 2025, and the reason is simply that the same factors…
Why Asset Allocation isn’t the Whole Story
25th September 2025
We all know the saying: asset allocation drives the majority of portfolio returns. But 2025 has so far been a stark reminder that fund selection can make or…
Diplomacy in the Shadows: What Trump’s Trade Tactics Mean for Your Client’s Investments
12th August 2025
This update covers the period up to August 7th. It primarily covers 2025, but we have extended it back to November 5, 2024, to encompass the entirety of…
