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
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: healing process continues
Simplifying the complex with clear and concise market insights direct from our investment experts.
Chart of the week: back on track?
In the latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, looks at how the US IT sector dropped 30% from Dec 2024 to Apr 2025 but has since recovered due to easing trade tensions and strong earnings growth. Is the US IT sector back on track?
Investment Viewpoint: equity markets find solid footing
Simplifying the complex with clear and concise market insights direct from our investment experts.
Portfolio Perspectives, May 2025
Stay ahead of the curve with our experts’ breakdown of this month’s market shifts and the insights shaping our portfolio positioning.
Chart of the week: unsustainable fiscal policy – we might know it when we see it
In the latest instalment of our blog series, Chart of the week, Sebastian Orsi, CFA, Senior Research Analyst discusses why markets are jittery about US fiscal policy. Higher debt and debt service costs are making investment strategists more cautious regarding US debt and the US dollar.
Investment Viewpoint: tariff news trumps US budget bill
Simplifying the complex with clear and concise market insights direct from our investment experts.
Chart of the week: diversification tames Euro Aggregate Bond Index volatility
In the latest instalment of our blog series, Chart of the week, David Thompson, Head of Fixed Income Strategy outlines why the Euro Aggregate Bond Index has remained resilient amid market volatility.
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