Author: Alicia Sims

26 May 2026
Market Matters – NVIDIA, Iran Relief and the Stagflation Test
Summary Full Overview For the first time in several weeks, the Iran conflict was not the dominant day-to-day market headline, but it remained the unresolved macro ...
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7 May 2026
Market Matters – Earnings Strength Meets Hormuz Uncertainty
Summary
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13 April 2026
Market Matters – Relief Rally and a fragile peace
Summary Full Insight: After a deeply unsettled March, markets finally managed a genuinely better week, helped by the announcement of a ceasefire between the US and ...
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1 April 2026
The UK Financial Landscape in 2026: Rates, Housing, Inflation and What It Means for Investors
A shifting economic backdrop The UK financial environment in 2026 is defined by uncertainty, mixed signals, and shifting expectations. At the start of the year, the ...
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24 March 2026
UCITS Funds in the UK: What They Are, Benefits, and Why Investors Use Them
UCITS funds are one of the most popular investment vehicles in the UK, offering a balance of diversification, regulation, and accessibility. Whether you’re new to ...
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23 March 2026
Market Matters – Investors start factoring in the consequences of a drawn out conflict
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26 February 2026
Market Matters – Supreme Court Slap!
Markets absorbed macro and political shocks with resilience, leaving global equities broadly unchanged. The UK outperformed (+2.7%), Europe gained (+2.3%), and the ...
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17 February 2026
Market Matters – Churn Continues Under the Surface
Equity markets remain directionless at the index level but highly rotational beneath the surface. While the S&P 500 has been fairly flat over the last rolling ...
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13 February 2026
Market Matters- Relief On Friday
Market leadership rotated sharply toward US value stocks, As investors sold Big Tech despite solid earnings, driven by rising scepticism about the cost and payback ...
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3 February 2026
Market Matters – Not a complete Warsh-out!
Markets focused on how well companies are turning investment into real earnings, with Microsoft punished for heavy AI spending and slower margin payback, while ...
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28 January 2026
Consumer Duty and UCITS Funds
Supporting UK Financial Advisers in Delivering Good Outcomes The introduction of the FCA’s Consumer Duty represents one of the most significant regulatory shifts in ...
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26 January 2026
Market Matters – Trump backs down on Greenland; UK Data firms Sterling
Greenland geopolitics briefly unsettled markets with early‑week risk aversion triggered by renewed US rhetoric over Greenland and tariff threats. The episode ...
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