Investment Bulletin – May 2026
A Word on Markets—and the News Cycle Recent headlines have been dominated by rising tensions in the Middle East. It is, first and foremost, a deeply concerning situation on a human level. Naturally, it also raises questions about the potential implications for markets and your investments. It is therefore worth stepping back and separating what […]
Investment Bulletin – April 2026
For the most recent Investment Bulletin, read our latest update here A Word on Markets—and the News Cycle Following the recent headlines, it is very hard to ignore the ongoing tensions in the Middle East. It is a worrying situation on a human level, and, naturally, it raises questions about what it might mean for […]
Investment Bulletin – March 2026
For the most recent investment bulletin, read our latest update here Iran Conflict: Investment Considerations As I write this on the 4th of March, I reflect on the investment implications of the escalating conflict involving Iran — while fully recognising the profound human and geopolitical consequences unfolding across the region. Markets had been positioning for […]
Investment Bulletin – February 2026
For the most recent investment bulletin, read our latest update here Macro & Market Themes: UK Outlook: Growth Facing Headwinds Economic forecasts for the UK remain cautious. A mix of tax increases and tighter public spending is expected to weigh on the country’s growth prospects. While this may help the fiscal position over the long-term, […]
Investment Bulletin – December 2025
For the most recent investment bulletin, read our latest update here Market & Policy Overview After digesting the Chancellor’s Autumn Statement, we find ourselves with mixed feelings. On the upside, the widely speculated changes to Pension contribution limits and tax‑free cash did not come to pass. On the downside, the move to include unspent Pensions […]
Investment Bulletin – November 2025
For the most recent investment bulletin, read our latest update here Market Outlook: A Cooler, Yet Optimistic Autumn After one of the hottest summers on record, markets feel cooler in mood — but there is still a quiet sense of optimism in the air. Investors are navigating a complicated mix of geopolitics, shifting monetary policies, […]
Investment Bulletin – October 2025
For the most recent investment bulletin, read our latest update here Market Outlook: A Cooler, Yet Optimistic Autumn After one of the hottest summers on record, markets feel cooler in mood — but there is still a quiet sense of optimism in the air. Investors are navigating a complicated mix of geopolitics, shifting monetary policies, […]
Investment Bulletin – September 2025
For the most recent investment bulletin, read our latest update here Market Outlook: A Cooler, Yet Optimistic Autumn As we leave behind one of the hottest summers on record, markets feel cooler in mood but remain quietly optimistic. Investors are still navigating a complex landscape shaped by geopolitical tensions, shifting monetary policies, and evolving economic […]
Investment Bulletin – August 2025
For the most recent investment bulletin, read our latest update here Whilst we enjoy a summer of sport, with triumphs for the English Lionesses and the British Lions, the markets retain an air of cautious optimism. Investors are navigating a complex environment shaped by geopolitical tensions, shifting monetary policies, and evolving economic dynamics. Markets have […]
Investment Bulletin – July 2025
For the most recent investment bulletin, read our latest update here As we reach the halfway point of 2025, the global mood in markets feels cautiously optimistic. Investors are navigating a complex environment shaped by geopolitical tensions, shifting monetary policies, and evolving economic conditions. Markets have steadied somewhat since the intense volatility sparked by the […]