What About Bonds?
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.
Mid Year Reflection
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
PM Resignation and Potential Implications
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.
Understanding the Markets
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
SpaceX and Beyond
Recent reports suggest Elon Musk is looking to take SpaceX public by listing it on the Nasdaq through an Initial Public Offering (IPO). In simple terms, this means everyday investors would be able to buy part of the company for the first time. As the countdown begins for what
Low-Cost and Active Thinking: Index+ Turns 3
Most investors face a frustrating trade-off. You can have the potential for outperformance and greater control over your portfolio, but usually at a higher cost. Or you can choose passive investing: cheap, efficient, and simple – but it can be rigid and leave you with expensive or concentrated exposures you may not want.
Markets Under Pressure
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.
Navigating Current Tensions
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 and Blue Owl
Private credit is under pressure, but what is it? Private credit is a group of companies….
Conflict in the Middle East
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.