The new reality of geopolitical risk
21st May 2026
Putin thought his ‘Special Operation’, which was meant to invade and seize power in Ukraine, would be over in a matter of days. What he got instead was…
The new reality of geopolitical risk
21st May 2026
Putin thought his ‘Special Operation’, which was meant to invade and seize power in Ukraine, would be over in a matter of days. What he got instead was…
Market Update | Week 20
18th May 2026
The upbeat mood of equity markets seemingly continued last week, at least as far as UK investors were concerned, with global equities up 1.5% in sterling terms. However,…
Market Update | Week 19
11th May 2026
Global equities were in fine fettle last week, posting increases of 2.5% or so in both local currency and sterling terms. The gains were concentrated on Wednesday when…
Fund Selection: A critical decision with lasting consequences
30th April 2026
At the time of writing, discussions of asset allocation, macroeconomic outlooks and geopolitical events continue to dominate the headlines. Advisers are frequently presented with arguments why one region’s…
Market Update | Week 17
27th April 2026
Last week saw the disconnect between the performance of some areas of equities and other markets widen further. Global equities ended the week broadly unchanged in both local…
Market Update | Week 16
20th April 2026
The rapid rebound of equities from their war-related losses continued last week with global markets up 3-3.5% for the second week running. Somewhat surprisingly, global equities are actually…