March 2026 Market Commentary
President Trump once again hijacked the headlines with a strike on Iran at the very end of the February. The full implications are yet to be understood as the conflict continues. It took some attention away from the UK government’s latest headache, a by-election loss to the Green Party and a mixed bag of economic […]
February 2026 Newsletter
Hello and welcome to our latest e-newsletter, our first edition of 2026. We hope the year has started well for you. February often feels like a turning point — the days are slowly getting lighter, the first signs of Spring are on the horizon, and there’s a sense that the year is beginning to gather […]
February 2026 Market Commentary
President Trump started 2026 with a bang. Financial markets were once again responding to unexpected Trump administration policy decisions, and a number of big US tech stocks announced their results in January. There is a feverish interest in whether the ‘AI bubble’ really exists and a lot of scrutiny on financial results as they are […]
January 2026 Market Commentary
Now that 2025 has ended we can take a breath and reflect on how turbulence, or volatility as we often refer to it, does not necessarily mean losing money. In 2024 the talk was all about monetary normalisation, as central bank’s sought to bring inflation under control and interest rates back down. In 2025 we […]
December 2025 Newsletter
Hello and welcome to our latest e-newsletter and our final edition of 2025! It’s hard to believe we’re already in the final stretch of the year. December always seems to arrive with a mix of excitement and reflection, and this year is no exception. There’s plenty happening in the wider world – markets are still […]
December 2025 Market Commentary
The Autumn Statement on 26th November dominated UK headlines. In the US the longest government shutdown in history came to an end, and China will hope that the trade war ceasefire will start to show improving results in their end of year economic performance. UK After months of speculation, which the Chancellor and the Prime […]
November 2025 Market Commentary
We’ve seen record highs in equity markets, a ceasefire in the Middle East, better than expected inflation figures, and surprisingly good UK retail sales performance. Despite this, the pressure on Chancellor Rachel Reeves is relentless as she heads towards another Autumn Statement on 26th November, where she is expected to face more criticism and possibly […]
October 2025 Newsletter
Hello and a warm welcome to the October 2025 edition of our e-newsletter. As autumn settles in, there’s a real sense of transition – days are getting shorter, the air a little crisper and many of us are settling back into routine after a busy summer. It’s a time of year that naturally lends itself […]
October 2025 Market Commentary
Inflation and economic growth were the two key themes which politicians, global economists and central bankers grappled with in September. There is an almost unprecedented interest in economic indicators in 2025, perhaps because of the unchartered economic territories Trump has pushed the world into. Not all of these indicators are reliable predictors of the future. […]
September 2025 Market Commentary
The FTSE100 recorded multiple record highs in August as equity markets continued to rise, before a little wobble hit all equity markets at the very end of the month. Trump’s ongoing row with the Fed caused some market turbulence as August drew to a close. The dismissal of Governor Lisa Cook, if upheld, would put […]
