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
What does the Spring Statement mean for your finances?
Wrecking Ball
Alarums and excursions
Investment Strategy Quarterly – January 2026
The year that was
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 planners
- Points for business owners
- Salary sacrifice changes
- Pensions
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 Crisis to help investors assess today’s AI-led market dynamics.
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 UK’s fiscal outlook ahead of the Autumn Budget, with growing economic and policy challenges shaping the landscape.