August 2026 Market Commentary
Andy Burnham’s ‘coronation’ as Prime Minister was confirmed at Buckingham Palace and the inevitable speculation and rumours around how he will fund his plans are in flight. In America, once President Trump eventually left the stage to let Spain lift the World Cup trophy without him, he found himself back embroiled in the conflict with […]
July 2026 Market Commentary
The two main political themes in recent updates remain but appear to be nearing a conclusion. We now know that we will have a new Prime Minister in 2026, and probably a new Chancellor. There has been no market panic so far, but Andy Burnham’s spending plans will be closely monitored. Markets have been buoyed […]
June 2026 Newsletter
There is something about June that naturally encourages reflection. With half the year already behind us and summer getting into full swing, it provides the perfect opportunity to take stock of where we are, reflect on what has passed, and look ahead to the months to come. The first half of 2026 has certainly given […]
June 2026 Market Commentary
May recycled many of the same headlines about the conflict in Iran, but with arguably less financial market noise accompanying it. Perhaps we have become a little numb to White House statements about a peace deal nearing completion and Iran denying it. The UK news cycle moved away from President Trump, and onto Prime Minister […]
May 2026 Market Commentary
April followed a similar pattern to March, with the conflict in Iran dominating the headlines and influencing global markets. Oil prices and stock markets have been responding on an almost daily basis to every scrap of news, both positive and negative. What April showed us (perhaps unexpectedly) is that financial markets are also capable of […]
April 2026 Newsletter
Hello and welcome to our latest e-newsletter. We hope you’ve been enjoying the lift that April brings. With longer days, a bit more sunshine (hopefully!), and summer on the horizon, it’s a time of year that naturally feels a little more energising. There’s certainly plenty happening in the world around us. From ongoing geopolitical tensions […]
April 2026 Market Commentary
At the end of February, we were talking about the FTSE 100 edging towards 11,000 with rumblings of a possible energy crisis clouding the horizon as news of the bombing of Iran broke. The 45th and 47th President of the United States gave us plenty more to talk about by the end of March. Markets […]
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 […]
