Market Commentary

Welcome to the latest edition of our monthly market roundup. May was dominated by inflation coming closer to target for some regions of the world, no changes in interest rate…

Welcome to the latest edition of our monthly market roundups. With inflation coming in higher than expected in both the UK and the US, hopes of interest rate cuts in…

Welcome to the latest edition of our monthly market roundups. Despite interest rates remaining unchanged both in the UK and the US, March was a strong month for global equity…

Is this the peak of the equity market? Certainly, there are signs which could be worrying for investors. Concentration is perhaps the concern which currently receives the most attention. In…

Welcome to the latest edition of our monthly market roundups. Despite any major inflation surprises and a lack of central bank meetings, February was a strong month for global equity…

Welcome to the latest edition of our monthly market roundups. January saw the amount invested in passive funds overtaking active funds in the US, in a watershed moment which came…

2023 was a turbulent year. We started last year with deadly earthquakes in Turkey and Syria, followed quickly by a US regional banking crisis, an economy‑boosting tour from Taylor Swift, …

With 2023 now behind us, we can turn our attention to our outlook for the coming year. Our investment philosophy is focused on the long‑term, meaning you won’t find us…