Insights

Scaling new peaks

In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines the continued Persian Gulf conflict and its impact on energy supplies, price pressures, and how pessimism in the bond markets contrasts with...

Steady through divorce

Going through a divorce is one of the most stressful events a person can go through. The Office for National Statistics reported that 103,816 divorces were granted in England and Wales in 2023. It can feel overwhelming trying to manage the financial...

Keep calm and carry on

In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines key economic and geopolitical points from the last few weeks, takes a look at recent stock market highs, plus grounds for cautious optimism...

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...

Spring cleaning your finances

Streamline planning for the future by getting organised. Spring is the perfect time to get your finances in order. Being on top of your finances can help you feel more in control, while revaluating your bills and purchases more often can help you...

The six most common investor mistakes

Investing is an important part of helping to build long‑term financial security. Yet many investors fall into avoidable traps that can hold them back. Poor decisions may reduce returns, increase risk unnecessarily or lead to missed opportunities...

The power of grandparents

Exploring the practical and emotional influence on your life The scent of Grandma’s perfume, the sound of Grandad’s laughthese small sensory memories often leave the deepest impressions on children. Impressions that will last a lifetime. Without...

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...
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