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 […]
August 2025 Newsletter
We hope that this newsletter finds you well! As August unfolds, we find ourselves in that familiar mid-summer moment where the pace of life feels just a little slower – yet the world keeps moving at full speed. In global markets, investors are navigating a mix of optimism and caution. Central banks are signalling a […]
August 2025 Market Commentary
UK equity markets hit new heights in July as the FTSE100 cruised through 9000 despite sluggish GDP growth. President Trump continued to show his more conciliatory side as he delayed tariff deadlines and achieved a relatively soft landing once a deal with the EU was reached. Whilst we will inevitably see some ups and downs […]
July 2025 Market Commentary
Further tensions in the Middle East dominated headlines in June. Israeli airstrikes on Iranian nuclear facilities in mid-June led to a temporary spike in oil prices and increased market volatility. The potential closure of the Strait of Hormuz by Iran further heightened concerns, given its strategic importance for global oil transit. United States Trump’s trade […]
June 2025 Newsletter
Hello and a warm welcome to the June 2025 edition of our e-newsletter. At long last, after grey skies and plenty of rain, we have some warmer, drier weather which I hope you are enjoying into the longer, lighter nights. With the better weather, and as we step into the heart of summer, June brings […]
June 2025 Market Commentary
It’s almost impossible to write any commentary on financial markets this year without mentioning Donald Trump. After the turmoil of April, and the dramatic tariff announcements which sent markets into a spin, May was relatively sedate in comparison. United States US equity markets bounced back in May. The S&P 500, the Nasdaq Composite and the […]
