Charlie Parker and Fahad Hassan examine how massive AI-driven investment has shaped 2025’s markets, concentrating gains in a handful of tech leaders and raising valuation and concentration questions.

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.

Inflation has a tendency to vanish quietly, only to reappear when least expected. 

Annabel Gillard, AI ethics expert, shares her views on how we can engage positively with AI.

2025 will be remembered not for the disruptions that dominated headlines, but for the resilience that defied expectations.

Markets are forecasting interest rate cuts across the rich world in the early part of 2026. This offers the potential for improved performance from parts of the global stockmarket that have been less immediately lifted by the growth of artificial intelligence.

Market Commentary - December 2025. It has been a volatile yet fruitful year for investors. November encapsulated both qualities in a single month. What began as an orderly reassessment of artificial intelligence valuations briefly threatened to become something uglier. Bargain hunters and rate-cut optimism then combined to rescue markets from their mid-month lows.