Wrecking Ball

In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines the contrasts between US and Asian stock markets, considers the impact of agentic AI and highlights resilience in the UK market. This piece also touches on the recent events in the Middle East.

Alarums and excursions

It is often said that January sets the scene for the rest of the year when it comes to the markets – will the same hold true for 2026? Our European Strategist, Jeremy Batstone-Carr, examines key economic and geopolitical events from the last few weeks, before looking ahead to the coming months.

Autumn Budget Newsletter 2025

Our Autumn Budget Newsletter breaks down the Chancellor’s Autumn Statement, outlining its impact on individuals. Read an in-depth analysis on the following areas, plus more:

  • Personal allowances for individuals and savers
  • Considerations for estate planners
  • Points for business owners
  • Salary sacrifice changes
  • Pensions

Is AI a financial bubble?

This edition of Monthly Market Commentary examines whether the rapid rise of Artificial Intelligence is fuelling a financial bubble. It explores the hype, the risks and the reality, with lessons drawn from the dot-com boom and the Global Financial Crisis to help investors assess today’s AI-led market dynamics.

Investment Strategy Quarterly – October 2025

Our latest Investment Strategy Quarterly explores the resilience of US equities amid stretched valuations, the strategic importance of data integrity for economic decision-making, and Japan’s differentiated market performance. It also assesses the UK’s fiscal outlook ahead of the Autumn Budget, with growing economic and policy challenges shaping the landscape.