Market Update | Week 4
26th January 2026
Global equities ended the week down a modest 0.4% in local currency terms. But they fell a somewhat larger 1.4% in sterling terms due to a rise in…
IBOSS updates
Market Update | Week 4
26th January 2026
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Same Debate, Different Market: Re-thinking Active & Passive in 2026
26th January 2026
This debate will probably outlive us all. If anyone doubts the strength of feeling on both sides, try posting a chart on LinkedIn showing the benefits of one…
Market Update | Week 3
19th January 2026
For the second week running, President Trump managed to trump any economic data released. Last week it was all about Venezuela, this week Greenland. Trump announced over the…
Market Update | Week 2
12th January 2026
Global equities have started the year full of New Year cheer, gaining 1.7% last week in local currency terms and 2.1% in sterling terms. The big news was…
Same Story, New Chapter
9th January 2026
This update briefly reviews developments in 2025 and the first trading days of 2026, but its primary focus is on our outlook for the remainder of the year….
Market Update | Week 1
5th January 2026
Global growth has held up better than expected in the face of Trump’s large tariff hikes and should continue to be supported this coming year by declining…