INSIGHTS
KNOWLEDGE SHARED
Our insights and market commentary are designed to help families, business owners, and investors enrich their understanding of the key issues that could impact their wealth.
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Inheritance Guide 2025
Our 2025 guide to inheritance and estate planning contains the essential information you need to consider as part of a successful and impactful inheritance plan.
Investment Viewpoint: searching for calm
Simplifying the complex with clear and concise market insights direct from our investment experts.
Chart of the week: the turning point?
In the latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, compares the performance of the US equity market relative to the euro area. Have we reached the turning point?
Investment Viewpoint: pause for breath
Simplifying the complex with clear and concise market insights direct from our investment experts.
Chart of the week: magnificent multiples moving lower
In the latest instalment of our blog series, Chart of the week, Sebastian Orsi CFA, Senior Research Analyst, looks at the performance of the “Magnificent 7” compared to the S&P 500 Equal Weighted Index. Should it be re-named the Magnificent 6?
Investment Viewpoint: tariff terror
Simplifying the complex with clear and concise market insights direct from our investment experts.
Chart of the week: the yankee dollar in the Trump crosshairs
In the latest instalment of our blog series Chart of the week, David Thompson, Head of Fixed Income Strategy, looks at the performance of the US dollar. Is the dollar in Trump’s crosshairs?
The Big Question: will my UK pension be affected by new inheritance rules?
In our latest episode of The Big Question, we ask Jim Connolly, Head of Pensions Technical: will my UK pension be affected by new inheritance rules?
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