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.
LATEST
Retirement Guide 2025
This guide aims to help individuals plan for their financial needs during retirement and the years leading up to it with tailored advice for various groups, including private and public sector employees, the self-employed, divorcees, those retiring abroad and those experiencing illness.
Investment Viewpoint: spotlight remains firmly on trade negotiations
Simplifying the complex with clear and concise market insights direct from our investment experts.
The Big Question: how do I invest a lump sum?
In our latest episode of The Big Question, we ask Senior Wealth Executive, Kate Walley: How do I invest a lump sum?
Chart of the week: who will pay the price?
In the latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer looks at prices paid by the US for its imports. Will exporters reduce prices to offset the impact of higher tariffs levels, or will they pass on the tariff rates to their US customers?
Investment Viewpoint: resilient US economic data amid tariff uncertainty
Simplifying the complex with clear and concise market insights direct from our investment experts.
Chart of the week: are bond markets losing faith in the ‘Fed’?
In the latest instalment of our blog series, Chart of the week, David Thompson, Head of Fixed Income Strategy, examines US implied inflation and the real US interest rate, both of which make up US ten-year interest rates. They have been closely correlated over the past year, but could July 2025 mark the start of a more definitive break?
Investment Viewpoint: tariff trouble continues
Simplifying the complex with clear and concise market insights direct from our investment experts.
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