Headlines Change Every Day
In our recent article, we explore how markets have responded to a series of dramatic headlines – from shifting trade policies to geopolitical tensions. We delve into the reasons
April 2025 Economic and Market Report
In April, we learned that UK consumer prices had risen by 2.6% over the 12 months to March, down from 2.8% in February. The Bank of England’s (BoE) next meeting in May was widely
March 2025 Economic and Market Report
In contrast to Chancellor Reeve’s Autumn Budget, March’s Spring Statement was received with cautious optimism by markets. Tax changes were limited, and restraint was shown around spending (except in defence – a major growth area). This allayed some concerns around inflation, which has now eased to 2.8% year-on-year (February data), down from 3% in January. The Bank of England’s
Spring Statement 2025
Pre-budget media coverage has focused on the government’s ‘fiscal headroom’ – the leeway that Chancellor Rachel Reeves has to increase spending without breaching fiscal rules. Back in October the headroom was c.£10bn (quite low vs history), but rising government borrowing cos
February 2025 Economic and Market Report
In February, we learned that UK consumer prices had risen by 3% over the 12 months to January, up from 2.5% in December. The Bank of England noted that inflation is making progress towards its 2% goal, allowing the Bank’s Monetary Policy Committee (MPC) to reduce
Multi-Asset Fund Insights
This report is based on our unbiased fund research and includes key insights regarding multi-asset funds.
Long-Term Investing
There is little certainty in the short term, but the longer one remains invested, the more certain one can be about positive outcomes
January 2025 Economic and Market Report
In January, we learned that consumer prices in the UK rose by 2.5% in the 12 months to December; a number that has remained consistently above the Bank of England’s 2% target since last summer and shows no signs of falling materially
Donald Trump the 47th President of the United States
As we wake to the news that Donald Trump will become the 47th President of the United States, we offer our reflections.
October 2024 Economic and Market Report
In October, we learned that consumer price inflation in the UK had dropped to 1.7% in the last 12 months, down from a reading of 2.2% in both September and August.