Global political and economic events have been dramatic in recent years, yet stockmarkets have still made progress.

Eleanor Williams explains the impact behavioural biases can have on our investment decisions.

For decades, portfolios which combine 60% equities and 40% bonds have been the default for investors seeking growth tempered by stability.

Nathan McKerlie and Charlie Parker unpack Rachel Reeves’ autumn budget, the unprecedented OBR leak, and the political and market implications.

Rachel Reeves has presented the highly anticipated Budget, although an unexpected early release of the Office for Budget Responsibility’s (OBR) Economic and Fiscal Outlook briefly diverted attention. Despite this unusual development, we have been monitoring events closely and are pleased to share our initial thoughts. 

For asset allocators, 2025 has been defined by volatility. The year began with a sanguine macroeconomic backdrop but was quickly complicated by government sector layoffs and tariff negotiations. Amidst this friction, earnings have continued to provide a robust anchor for market strength and NVIDIA’s third-quarter results confirmed that an important driver of earnings, the build-out of artificial intelligence infrastructure, remains intact.  

We take a deep dive into AI and markets, considering whether recent equity moves linked to AI could represent a speculative bubble or a sustainable shift.

Speculation is hotting up about what the Autumn budget will bring. It feels like only yesterday we were staring down the barrel of the fear that chancellor Rachel Reeves would raise capital gains tax in line with income tax last year. In the event, of course, her move was modest and even that proved counterproductive with the tax-take falling since the intervention. This year, she remains in a very similar pickle. Her hopes that last year’s tax rises, principally a rise in em

I think there has been a notable shift in pension planning and retirement planning, especially since the Autumn Budget.