Insights

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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24 November 2025
Market Matters – Q4’s Early Momentum Fades as Markets Hit an Air Pocket
Market Overview Markets have stumbled into late November, giving back much of their early-Q4 progress and slipping into a phase of broad but uneven consolidation. ...
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20 October 2025
Market Matters – Credit Jitters, Calm Heads
Jamie Dimon’s ‘cockroach’ metaphor might have stolen the headlines this week, a reminder that the odd default can sometimes hint at broader credit fragility, but so ...
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7 October 2025
Markets continue their upward march
September ended without the drama many had feared, and October has begun on a quietly confident note. Equity markets moved higher again last week, with both the ...
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29 September 2025
Market Matters – Investor fatigue shows up as we approach Q3 end
Market Overview Markets seemed to lose a bit of steam last week. After a strong run through the summer, investor appetite flagged as quarter-end approached, with ...
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22 September 2025
Record Highs for US Stocks as the Fed cuts rates
Markets don’t often make history in September, but last week was an exception. All four of the major US benchmarks, the S&P 500, Nasdaq 100, Dow and Russell 2000 ...
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15 September 2025
Market Matters: US Inflation up, Job’s down – Equities up – Go figure!
Market Overview It was one of those weeks where the numbers and the markets seemed to be reading from entirely different scripts. The data darkened as weekly jobless ...
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1 July 2025
S&P 500 sets a new record as Middle East Calms
Market overview As we near the end of the second quarter, US Equities surged to fresh all-time highs, defying the usual post-conflict caution and brushing aside ...
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19 May 2025
Market Matters – The sound of one hand clapping…
Is it a victory if you are fighting yourself? Despite lingering geopolitical uncertainty, global equities rallied sharply during the week on the back of a tentative ...
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16 May 2025
Market Matters: Recession Resistance
Recession? I recently heard a pundit describe the scope of the US economy and markets on the world stage as being reduced to ‘exceptional’ rather than ...
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7 May 2025
Relief Rally or False Dawn? Markets Search for Direction
Markets staged a solid rebound this week, but beneath the surface, the big question remains: Is this the start of a lasting recovery, or just a pause before the next ...
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