In this article, we outline our current views on UK gilts, explain how these views are expressed within portfolios, and compare our positioning with that of the wider peer group.

The first half of 2026, like most years, has been anything but quiet. The capture of Venezuela’s leader, debates over Greenland, tariff threats, concerns about private credit markets, fear and excitement surrounding the impact of AI and the ongoing war in Ukraine. Perhaps the event that had the greatest impact on markets was the outbreak of war with Iran. Di

Following the Prime Minister’s announcement that he will step down, we look at the market reaction and what a change in political leadership could mean for investors. We explore what it means for events to be “priced in”, the role of the Bank of England, and what history tells us about the relationship between politics and market returns.

Friday’s market turbulence was a useful reminder that even the strongest investment themes are heavily subject to volatile euphoric/panic sentiment of the investor. The tech-heavy Nasdaq had its worst day since the April 2025

We are now approaching three weeks since the US and Israel initiated coordinated operations against Iran’s military and infrastructure. What began as targeted strikes has escalated into a broader regional conflict.

Over a week has now passed since the coordinated US–Israeli military strikes on Iran. The conflict has deepened significantly, and Iran has….

Private credit is under pressure, but what is it? Private credit is a group of companies….

Over the weekend (and continuing as we type), the United States and Israel launched coordinated military
strikes against Iran, targeting missile infrastructure, air defense systems and senior political and military
leadership.

Your clients may be concerned with recent headlines. In this update we aim to share…