Insights

Investment Strategy Quarterly – April 2026

In this Investment Strategy Quarterly, we look at the potential impact of a new Federal Reserve Chair, the rising pressure on the UK economy, and sentiment-driven assets. Plus, we examine the combined complexities of interest rates, inflation and...

What does the Spring Statement mean for your finances?

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...

Wrecking Ball

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...

Alarums and excursions

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...

Reimagining retirement

Live the life you’ve earned – on your terms As professionals, we spend decades building careers, meeting deadlines and delivering results. But when the structure of the 9-to-5 fades, what replaces it? A well-considered lifestyle plan can be just as...

Beyond the fear: Women invest wisely

Unmasking the myth of women and investment fear For years, a persistent myth has haunted the investment world: that women are inherently more risk-averse than men. But recent data and behavioural insights suggest this stereotype may be more fiction...

The science of deep sleep

Don’t sleep on these research-backed tips to help you recharge Sleep isn’t just rest, it’s restoration. Think of it as a nightly rinse cycle for your brain. During deep sleep, waves of cerebrospinal fluid wash through your brain, clearing out waste...

Investment Strategy Quarterly – January 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...

The year that was

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...

Autumn Budget Newsletter 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...

Is AI a financial bubble?

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...

Investment Strategy Quarterly – October 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...

Four ways to teach your children about business

Raising future leaders Whether your children will grow up to be entrepreneurs or work for someone else, teaching them about business while they are young helps them establish valuable skills that can serve them in both their professional and personal...

Transitioning into adulthood

How parents and young adults navigate a new path today Think about how different growing up is now compared to 30 years ago. Back then, there was a clearer, more linear path to adulthood: finishing school, starting a job, getting married and having...

Baked in Alaska

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...

Letter from America

With US tariff negotiations still featuring heavily in the news, Raymond James European Strategist, Jeremy Batstone-Carr, considers recent developments and their potential effects on the global economy...
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