Using our breadth of in-depth knowledge and experience, we produce regular and topical content to provide you with our insights on the current markets and wider events. Select the topic that interests you the most.
Market View
Bank of England edges towards final innings of its rate-cutting cycle
The Bank of England lowers rates as inflation cools, but global central banks take different paths. Explore what this means for interest rate policy in 2026.
Lifestyle
’Tis the season to gift – making tax-efficient gifts
The festive season can be a meaningful time to pass on wealth to family members. Discover the role of gifting in wealth transfer, from UK allowances to structures like Junior ISAs and bare trusts.
Market View
With three cuts in a row, what is the path for the Fed in 2026?
The Fed cut rates three times in 2025. As labour data lags and Powell’s term ends, what lies ahead for US interest rates, inflation and Fed leadership in 2026?
Lifestyle
From Texas BBQ to investment markets: lessons from my US road trip
US food inflation, falling beef supplies and recent Fed rate cuts are weighing on the dollar. Learn what these trends mean for UK travellers and investors.
Our video series explores the connections between human capital, natural capital and financial capital worlds.
Quarterly reports
Quarterly Report Q3 2025
Every quarter, our Investment Committee digs into the data to provide an update on the performance of global markets and individual asset classes. Read all the latest news and views here.
Quarterly Report Q2 2025
Every quarter, our Investment Committee digs into the data to provide an update on the performance of global markets and individual asset classes. Read all the latest news and views here.
