In the KNOW blog The latest news and views from our professional adviser blog 1 min 7 August 2025 Reading the recovery Reading the recovery 8 mins 6 August 2025 Monthly Digest: Balancing the scales Monthly Digest: Balancing the scales 1 min 4 July 2025 Investment Insights webinar - Q3 2025 Investment Insights webinar - Q3 2025 1 min 3 July 2025 Don't bet the house: Why the Golden Age of UK property investment is over Don't bet the house: Why the Golden Age of UK property investment is over 12 mins 30 June 2025 Quarterly Investment Update Q3 2025: After much sound and fury, stock markets are at record highs Quarterly Investment Update Q3 2025: After much sound and fury, stock markets are at record highs 9 mins 26 June 2025 Weekly Digest: Escalating tension, limited reaction Weekly Digest: Escalating tension, limited reaction 1 min 19 June 2025 Managing risk and identifying opportunity Managing risk and identifying opportunity 12 mins 10 June 2025 Monthly digest: A catalyst-rich environment Monthly digest: A catalyst-rich environment 1 min 15 May 2025 The power of partial clarity The power of partial clarity 10 mins 13 May 2025 Weekly Digest: The first innings Weekly Digest: The first innings 12 mins 7 May 2025 Monthly Digest: testing the limits Monthly Digest: testing the limits 6 mins 6 May 2025 Review of the week: End of an era Review of the week: End of an era 1 min 30 April 2025 Investment Insights webinar - Q2 2025 Investment Insights webinar - Q2 2025 9 mins 30 April 2025 Weekly Digest: Taking stock – Trump’s first 100 days Weekly Digest: Taking stock – Trump’s first 100 days 6 mins 28 April 2025 Review of the week: Negotiating a trade war Review of the week: Negotiating a trade war 6 mins 15 April 2025 Weekly Digest: extremes Weekly Digest: extremes 6 mins 14 April 2025 Review of the week: Gloves off? Review of the week: Gloves off? 3 mins 10 April 2025 There's more to investing than trade policy There's more to investing than trade policy 9 mins 7 April 2025 Review of the week: The emperor's new tariffs Review of the week: The emperor's new tariffs 5 mins 4 April 2025 Trump’s tariffs: how should investors respond? Trump’s tariffs: how should investors respond? 7 mins 31 March 2025 Review of the week: The language of trade Review of the week: The language of trade 12 mins 28 March 2025 Quarterly Investment Update Q2 2025: Separating uncertainty from risk as we prepare for what's ahead Quarterly Investment Update Q2 2025: Separating uncertainty from risk as we prepare for what's ahead 5 mins 24 March 2025 Review of the week: Borrowing rises ahead of UK Spring forecast Review of the week: Borrowing rises ahead of UK Spring forecast 1 min 20 March 2025 Politics versus profits Politics versus profits 6 mins 17 March 2025 Review of the week: Take a breath Review of the week: Take a breath 6 mins 10 March 2025 Review of the week: MEGA moves for Europe Review of the week: MEGA moves for Europe 5 mins 3 March 2025 Review of the week: Is Europe at Sea? Review of the week: Is Europe at Sea? 5 mins 24 February 2025 Review of the week: Big changes, big uncertainty Review of the week: Big changes, big uncertainty 8 mins 17 February 2025 Review of the week: The ecstasy of gold Review of the week: The ecstasy of gold 1 min 13 February 2025 Investment Insights webinar - Q1 2025 Investment Insights webinar - Q1 2025 5 mins 10 February 2025 Review of the week: All fine bar the tariffs Review of the week: All fine bar the tariffs 7 mins 3 February 2025 Review of the week: The Trump train rolls on Review of the week: The Trump train rolls on 6 mins 27 January 2025 Review of the week: DeepSeek or deep fake? Review of the week: DeepSeek or deep fake? 5 mins 20 January 2025 Review of the week: Inauguration Day Review of the week: Inauguration Day 5 mins 13 January 2025 Review of the week: Yields up, pound down Review of the week: Yields up, pound down 5 mins 6 January 2025 Review of the week: Back on the Carousel Review of the week: Back on the Carousel 1 min 19 December 2024 Planning around the budget Planning around the budget 1 min 16 December 2024 After 2024’s outsized returns, optimistic realism for 2025 After 2024’s outsized returns, optimistic realism for 2025 4 mins 16 December 2024 Review of the week: 'Tis the season for a rate cut Review of the week: 'Tis the season for a rate cut 12 mins 16 December 2024 Quarterly Investment Update Q1 2025: After climbing a wall of worry, hopes for us growth should keep markets going Quarterly Investment Update Q1 2025: After climbing a wall of worry, hopes for us growth should keep markets going 6 mins 9 December 2024 Review of the week: A Continental dog’s breakfast Review of the week: A Continental dog’s breakfast 5 mins 2 December 2024 Review of the week: I predict a riot Review of the week: I predict a riot 6 mins 25 November 2024 Review of the week: A tough COP Review of the week: A tough COP 5 mins 18 November 2024 Review of the week: UK growth deflated Review of the week: UK growth deflated 6 mins 11 November 2024 Review of the week: A tale of two markets Review of the week: A tale of two markets 7 mins 4 November 2024 Review of the week: Too close to call Review of the week: Too close to call 1 min 4 November 2024 An aging recovery marches on An aging recovery marches on 7 mins 28 October 2024 Review of the week: Preparing for a tough Budget Review of the week: Preparing for a tough Budget 8 mins 22 October 2024 Mind the gap Mind the gap 6 mins 21 October 2024 Review of the week: Goodbye to all that? Review of the week: Goodbye to all that? 1 min 17 October 2024 The rebirth of industrial policy and what it means for investors The rebirth of industrial policy and what it means for investors 1 min 17 October 2024 Economic and investment outlook Economic and investment outlook 1 min 17 October 2024 Planning for the next five years Planning for the next five years 1 min 17 October 2024 America's uncertain election America's uncertain election 1 min 17 October 2024 Planning for your long-term future Planning for your long-term future 5 mins 14 October 2024 Review of the week: France cuts spending, ECB to cut rates? Review of the week: France cuts spending, ECB to cut rates? 5 mins 7 October 2024 Review of the week: Jobs bounce back Review of the week: Jobs bounce back 1 min 2 October 2024 Polls apart: Navigating America’s divisive election Polls apart: Navigating America’s divisive election 7 mins 30 September 2024 Review of the week: The return of the dragon Review of the week: The return of the dragon 1 min 30 September 2024 Keeping a level head late in the economic cycle Keeping a level head late in the economic cycle 10 mins 27 September 2024 Quarterly Investment Update Q4 2024: The descent of monetary policy Quarterly Investment Update Q4 2024: The descent of monetary policy 4 mins 23 September 2024 Review of the week: The Fed goes big Review of the week: The Fed goes big 4 mins 23 September 2024 Investment Insights Q3 2024: Prepare for the unexpected when America votes Investment Insights Q3 2024: Prepare for the unexpected when America votes 6 mins 16 September 2024 Review of the week: Painting a picture Review of the week: Painting a picture 5 mins 9 September 2024 Review of the week: The comfort blanket of lower interest rates Review of the week: The comfort blanket of lower interest rates 6 mins 12 August 2024 Review of the week: Sudden market jolt gives way to tentative calm Review of the week: Sudden market jolt gives way to tentative calm 7 mins 5 August 2024 Review of the week: A seismograph for US economic tremors Review of the week: A seismograph for US economic tremors 3 mins 2 August 2024 Investment Insights Q3 2024: Political stability is good news for UK stocks Investment Insights Q3 2024: Political stability is good news for UK stocks 1 min 1 August 2024 Will small stay beautiful in the eyes of investors? Will small stay beautiful in the eyes of investors? 6 mins 29 July 2024 Review of the week: Time to cut? Review of the week: Time to cut? 6 mins 24 July 2024 Investment Insights Q3 2024: Bond markets can be forgiving (sometimes) Investment Insights Q3 2024: Bond markets can be forgiving (sometimes) 7 mins 23 July 2024 Review of the week: Biden bows out Review of the week: Biden bows out 5 mins 15 July 2024 Review of the week: Is the door opening to US rate cuts? Review of the week: Is the door opening to US rate cuts? 4 mins 8 July 2024 Review of the week: Labour waltzes to victory Review of the week: Labour waltzes to victory 1 min 2 July 2024 Investment Insights webinar - Q3 2024 Investment Insights webinar - Q3 2024 6 mins 1 July 2024 Review of the week: The wave Review of the week: The wave 1 min 28 June 2024 Investing for the next decade Investing for the next decade 9 mins 28 June 2024 Quarterly Investment Update Q3 2024: Broad earnings improvement brings good news Quarterly Investment Update Q3 2024: Broad earnings improvement brings good news 6 mins 24 June 2024 Review of the week: Political football Review of the week: Political football 1 min 21 June 2024 Looking beyond today’s superstars for tomorrow’s winners Looking beyond today’s superstars for tomorrow’s winners 7 mins 17 June 2024 Review of the week: Getting ahead of the Fed Review of the week: Getting ahead of the Fed 6 mins 10 June 2024 Review of the week: The year of the election heats up Review of the week: The year of the election heats up 4 mins 3 June 2024 The Magnificent Seven are not the only stock market stars The Magnificent Seven are not the only stock market stars 6 mins 3 June 2024 Review of the week: The pathetic fallacy Review of the week: The pathetic fallacy 4 mins 28 May 2024 Review of the week: Snap election, new policies Review of the week: Snap election, new policies 3 mins 22 May 2024 Take control of your financial future today Take control of your financial future today 5 mins 20 May 2024 Review of the week: Divergence emerges Review of the week: Divergence emerges 1 min 16 May 2024 Regional differences open up as markets continue to march higher Regional differences open up as markets continue to march higher 3 mins 14 May 2024 Investing advanced school fee payments Investing advanced school fee payments 5 mins 13 May 2024 Review of the week: The cycle of hope Review of the week: The cycle of hope 3 mins 10 May 2024 Big gains for big stocks obscure some hidden gems Big gains for big stocks obscure some hidden gems 5 mins 10 May 2024 The investment outlook is turning more positive The investment outlook is turning more positive 6 mins 10 May 2024 Can India meet optimistic growth expectations? Can India meet optimistic growth expectations? 3 mins 9 May 2024 How to harness the power of AI for good How to harness the power of AI for good 4 mins 7 May 2024 Review of the week: The Federal Reserve riddle Review of the week: The Federal Reserve riddle 5 mins 29 April 2024 Review of the week: Taking stock of GDP Review of the week: Taking stock of GDP 5 mins 22 April 2024 Review of the week: Spending the big bucks Review of the week: Spending the big bucks 1 min 18 April 2024 Investment Insights webinar - Q2 2024 Investment Insights webinar - Q2 2024 5 mins 15 April 2024 Review of the week: Middle-Eastern tensions rise further Review of the week: Middle-Eastern tensions rise further 4 mins 8 April 2024 Review of the week: Is the door slamming on early rate cuts? Review of the week: Is the door slamming on early rate cuts? 1 min 5 April 2024 Investment Insights Q2 2024: On the road to recovery Investment Insights Q2 2024: On the road to recovery 4 mins 2 April 2024 Review of the week: This rally is broadening… Review of the week: This rally is broadening… 9 mins 28 March 2024 Quarterly Investment Update Q2 2024: The many have taken over from the few Quarterly Investment Update Q2 2024: The many have taken over from the few 5 mins 25 March 2024 Review of the week: Downward bound Review of the week: Downward bound 1 min 25 March 2024 Focus on quality, with an eye on bonds too Focus on quality, with an eye on bonds too 5 mins 18 March 2024 Review of the week: Land of the rising prices Review of the week: Land of the rising prices 5 mins 11 March 2024 Review of the week: Hazy data Review of the week: Hazy data 7 mins 7 March 2024 Investment Update: Budget 2024 Investment Update: Budget 2024 6 mins 4 March 2024 Review of the week: Tax cuts or a conservative Budget? Review of the week: Tax cuts or a conservative Budget? 3 mins 26 February 2024 Review of the week: Planning to fail Review of the week: Planning to fail 5 mins 19 February 2024 Review of the week: Downcast, but out (spending) Review of the week: Downcast, but out (spending) 1 min 15 February 2024 Chance of US recession recedes, boosting markets Chance of US recession recedes, boosting markets 6 mins 12 February 2024 Review of the week: American stocks pop Review of the week: American stocks pop 6 mins 12 February 2024 The Magnificent Seven The Magnificent Seven 7 mins 5 February 2024 Review of the week: Don’t tread on me Review of the week: Don’t tread on me 6 mins 29 January 2024 Review of the week: The oracle of Threadneedle Street Review of the week: The oracle of Threadneedle Street 6 mins 22 January 2024 Review of the week: Shoppers on strike? Review of the week: Shoppers on strike? 9 mins 17 January 2024 Investment Update: The Non-Patriotic Case for UK Equities Investment Update: The Non-Patriotic Case for UK Equities 1 min 16 January 2024 Investment Insights webinar - Q1 2024 Investment Insights webinar - Q1 2024 6 mins 15 January 2024 Review of the week: Gimme shelter Review of the week: Gimme shelter 6 mins 8 January 2024 Review of the week: An old-fashioned Santa rally Review of the week: An old-fashioned Santa rally 1 min 4 January 2024 Investment Insights Q1 2024: The magnificent seven Investment Insights Q1 2024: The magnificent seven 6 mins 27 December 2023 Investment Insights Q4 2023: Shaky ground Investment Insights Q4 2023: Shaky ground 3 mins 22 December 2023 The shift to clean energy and its impact on our biodiversity The shift to clean energy and its impact on our biodiversity 1 min 19 December 2023 Will investors have a more certain hope in 2024? Will investors have a more certain hope in 2024? 4 mins 18 December 2023 Investment Insights Q4 2023: AI industrial revolution? Investment Insights Q4 2023: AI industrial revolution? 11 mins 15 December 2023 Quarterly Investment Update Q1 2024: Ready, set, go into the new year Quarterly Investment Update Q1 2024: Ready, set, go into the new year 3 mins 15 December 2023 Investment Insights Q4 2023: Caution needed Investment Insights Q4 2023: Caution needed 7 mins 11 December 2023 Review of the week: Rolling Returns Review of the week: Rolling Returns 7 mins 4 December 2023 Review of the week: Why not deflation? Review of the week: Why not deflation? 6 mins 27 November 2023 Review of the week: Happiness is Relative Review of the week: Happiness is Relative 7 mins 23 November 2023 Autumn Statement 2023: Give With One Hand, Take With the Other Autumn Statement 2023: Give With One Hand, Take With the Other 5 mins 20 November 2023 Review of the week: The Chancellor’s Goodwill Hunting Review of the week: The Chancellor’s Goodwill Hunting 5 mins 13 November 2023 Review of the week: Which path are we on? Review of the week: Which path are we on? 5 mins 6 November 2023 Review of the week: Up like a balloon Review of the week: Up like a balloon 1 min 2 November 2023 Investment report – Peace of mind in a dangerous world Investment report – Peace of mind in a dangerous world 4 mins 30 October 2023 Review of the week: A Lot Going On Review of the week: A Lot Going On 6 mins 25 October 2023 Investment Insights Q4 2023: Higher for longer Investment Insights Q4 2023: Higher for longer 7 mins 23 October 2023 Review of the week: Same World, Different Views Review of the week: Same World, Different Views 6 mins 16 October 2023 Review of the week: A Cloudy Outlook Review of the week: A Cloudy Outlook 3 mins 9 October 2023 Review of the week: The Israeli-Hamas Conflict Review of the week: The Israeli-Hamas Conflict 1 min 9 October 2023 Investment Insights Q4 2023: Higher for longer Investment Insights Q4 2023: Higher for longer 6 mins 2 October 2023 Review of the week: Uncertainty spreads Review of the week: Uncertainty spreads 1 min 2 October 2023 Quarterly Investment Update video Q4 2023 Quarterly Investment Update video Q4 2023 11 mins 28 September 2023 Quarterly Investment Update Q4 2023: Entering the midnight zone Quarterly Investment Update Q4 2023: Entering the midnight zone 6 mins 25 September 2023 Review of the week: Central banks pause for thought Review of the week: Central banks pause for thought 7 mins 22 September 2023 Artificial intelligence and the search for company profits Artificial intelligence and the search for company profits 6 mins 18 September 2023 Review of the week: Will interest rates plateau after peaking? Review of the week: Will interest rates plateau after peaking? 7 mins 11 September 2023 Review of the week: The good oil Review of the week: The good oil 4 mins 4 September 2023 Review of the week: Not the August planned Review of the week: Not the August planned 1 min 1 August 2023 Retrofit for the future Retrofit for the future 9 mins 31 July 2023 Review of the week: Soft landing? Review of the week: Soft landing? 9 mins 24 July 2023 Review of the week: Higher or Lower Review of the week: Higher or Lower 1 min 18 July 2023 Keeping cool without overheating the planet Keeping cool without overheating the planet 6 mins 17 July 2023 Review of the week: Running hot and cold Review of the week: Running hot and cold 1 min 11 July 2023 Investment Insights Q3 2023: A new gold rush Investment Insights Q3 2023: A new gold rush 5 mins 10 July 2023 Review of the week: Interesting times for bonds Review of the week: Interesting times for bonds 4 mins 3 July 2023 Review of the week: No rain, no rain Review of the week: No rain, no rain 13 mins 30 June 2023 Quarterly Investment Update: A Rorschach test for investors Quarterly Investment Update: A Rorschach test for investors 7 mins 26 June 2023 Review of the week: An independent scapegoat? Review of the week: An independent scapegoat? 4 mins 19 June 2023 Review of the week: Take the long view on rates Review of the week: Take the long view on rates 6 mins 5 June 2023 Review of the week: The great retirement Review of the week: The great retirement 6 mins 30 May 2023 Review of the week: Monetary mea culpa Review of the week: Monetary mea culpa 6 mins 22 May 2023 Review of the week: The Money Eraser Review of the week: The Money Eraser 7 mins 15 May 2023 Review of the week: Expectations vs reality Review of the week: Expectations vs reality 5 mins 9 May 2023 Review of the week: A very British coronation Review of the week: A very British coronation 5 mins 24 April 2023 Review of the week: Markets on edge as earnings season picks up pace Review of the week: Markets on edge as earnings season picks up pace 1 min 24 April 2023 Investment Report - China past its peak Investment Report - China past its peak 6 mins 17 April 2023 Review of the week: The cost of drama Review of the week: The cost of drama 1 min 13 April 2023 Investment Insights webinar - Q2 2023 Investment Insights webinar - Q2 2023 2 mins 12 April 2023 Investment Insights Q2 2023: A reality check on earnings forecasts Investment Insights Q2 2023: A reality check on earnings forecasts 6 mins 11 April 2023 Review of the week: The world has changed Review of the week: The world has changed 2 mins 5 April 2023 Quarterly Investment Update video Q2 2023 Quarterly Investment Update video Q2 2023 3 mins 3 April 2023 Review of the week: back on track? Review of the week: back on track? 13 mins 30 March 2023 Quarterly Investment Update: Banking stress brings a mild recession closer Quarterly Investment Update: Banking stress brings a mild recession closer 4 mins 30 March 2023 The world has changed The world has changed 6 mins 27 March 2023 Review of the week: the fear bug strikes again Review of the week: the fear bug strikes again 8 mins 20 March 2023 Review of the week: Poof, like magic Review of the week: Poof, like magic 8 mins 13 March 2023 Review of the week: Move fast and break Review of the week: Move fast and break 7 mins 6 March 2023 Review of the week: The bank of mum and dad Review of the week: The bank of mum and dad 6 mins 20 February 2023 Review of the week: One year on Review of the week: One year on 6 mins 13 February 2023 Review of the week: The uncertainty principle Review of the week: The uncertainty principle 6 mins 6 February 2023 Review of the week: Blowing a gale Review of the week: Blowing a gale 6 mins 30 January 2023 Review of the week: Everything, everywhere, all at once Review of the week: Everything, everywhere, all at once 6 mins 23 January 2023 Review of the Week: Bonds vs Fed Review of the Week: Bonds vs Fed 5 mins 16 January 2023 Review of the week: New year, new hope Review of the week: New year, new hope 1 min 13 January 2023 Investment Insights webinar - Q1 2023 Investment Insights webinar - Q1 2023 7 mins 9 January 2023 Review of the week: An exceptional year Review of the week: An exceptional year 1 min 6 January 2023 Investment Insights Q1 2023: A balancing act Investment Insights Q1 2023: A balancing act 14 mins 19 December 2022 Investment Update Q1 2023: Will 2023 be less volatile? Investment Update Q1 2023: Will 2023 be less volatile? 4 mins 12 December 2022 Review of the week: 2022 wrapped up Review of the week: 2022 wrapped up 6 mins 28 November 2022 Review of the week: Behind the curtain Review of the week: Behind the curtain 9 mins 18 November 2022 Autumn Statement 2022: Credibility restored? Autumn Statement 2022: Credibility restored? 1 min 8 November 2022 Building a more sustainable future Building a more sustainable future 7 mins 7 November 2022 Review of the week: Imaginings and disappointments Review of the week: Imaginings and disappointments 5 mins 31 October 2022 Review of the week: Big Tech’s scary sell-off Review of the week: Big Tech’s scary sell-off 9 mins 24 October 2022 Review of the week: The price of milk Review of the week: The price of milk 8 mins 18 October 2022 Review of the week: More than full circle Review of the week: More than full circle 1 min 11 October 2022 Investment Insights Q4 2022: Taking the global economy's pulse Investment Insights Q4 2022: Taking the global economy's pulse 6 mins 10 October 2022 Review of the week: Credibility is the currency Review of the week: Credibility is the currency 6 mins 3 October 2022 Review of the week: Maelstrom Review of the week: Maelstrom 15 mins 28 September 2022 Quarterly Investment Update: Staying defensive as risks continue to build Quarterly Investment Update: Staying defensive as risks continue to build 4 mins 26 September 2022 Review of the week: Like a stone Review of the week: Like a stone 9 mins 23 September 2022 Investment Update: A “mini budget” in name only Investment Update: A “mini budget” in name only 4 mins 20 September 2022 Review of the week: The Queen’s people Review of the week: The Queen’s people 6 mins 12 September 2022 Review of the week: A platinum reign Review of the week: A platinum reign 1 min 7 September 2022 Putting money to work – is now a good time to invest? Putting money to work – is now a good time to invest? 6 mins 5 September 2022 Review of the week: Now what, Prime Minister? Review of the week: Now what, Prime Minister? 1 min 18 August 2022 Investment Update video: When the facts change Investment Update video: When the facts change 12 mins 12 August 2022 Investment Update: When the facts change Investment Update: When the facts change 5 mins 8 August 2022 Review of the week: Bailey’s warning Review of the week: Bailey’s warning 5 mins 1 August 2022 Review of the week: England’s pride Review of the week: England’s pride 4 mins 25 July 2022 Review of the week: All eyes on the US Review of the week: All eyes on the US 5 mins 18 July 2022 Review of the week: Hotting up Review of the week: Hotting up 6 mins 11 July 2022 Review of the week: No, Prime Minister Review of the week: No, Prime Minister 1 min 6 July 2022 Investment Insights Q3 2022: Recession risk - UK versus UK Investment Insights Q3 2022: Recession risk - UK versus UK 5 mins 4 July 2022 Review of the week: A tale of halves Review of the week: A tale of halves 1 min 4 July 2022 Quarterly Investment Update video: Steady on, with a weather eye on the horizon Quarterly Investment Update video: Steady on, with a weather eye on the horizon 11 mins 30 June 2022 Quarterly Investment Update: Steady on, with a weather eye on the horizon Quarterly Investment Update: Steady on, with a weather eye on the horizon 3 mins 10 June 2022 The power of the investor and founder relationship The power of the investor and founder relationship 1 min 13 April 2022 Investment Insights Q2 2022: This is not an economic rerun of the 70s Investment Insights Q2 2022: This is not an economic rerun of the 70s 1 min 1 April 2022 Investment Insights: an introduction Investment Insights: an introduction 1 min 29 March 2022 Stagflation: Why this isn’t a bad 1970s rerun Stagflation: Why this isn’t a bad 1970s rerun 6 mins 29 March 2022 Platforms are back, but not stagflation Platforms are back, but not stagflation 1 min 25 March 2022 Investment Update video: Mapping the way Investment Update video: Mapping the way 11 mins 25 March 2022 Quarterly Investment Update: Mapping the way through the war in Ukraine Quarterly Investment Update: Mapping the way through the war in Ukraine 6 mins 27 January 2022 Growth vs value? Growth vs value? 1 min 6 October 2021 Investment Insights Q4 2021: Slowing down and cracking down Investment Insights Q4 2021: Slowing down and cracking down 1 min 23 September 2021 Planet Papers 7: Good COP, bad COP Planet Papers 7: Good COP, bad COP 2 mins 18 August 2021 Is the Chinese dragon losing its appetite for industrial metals? Is the Chinese dragon losing its appetite for industrial metals? 2 mins 14 April 2021 Planet Papers 6: Cities to the rescue Planet Papers 6: Cities to the rescue 1 min 8 April 2021 Investment Insights Q2 2021: Who's afraid of bond vigilantes? Investment Insights Q2 2021: Who's afraid of bond vigilantes? 5 mins 23 July 2020 How quickly will the world recover from the coronavirus pandemic? How quickly will the world recover from the coronavirus pandemic? 1 min 7 October 2019 Investment Insights Q4 2019 Investment Insights Q4 2019
1 min 3 July 2025 Don't bet the house: Why the Golden Age of UK property investment is over Don't bet the house: Why the Golden Age of UK property investment is over
12 mins 30 June 2025 Quarterly Investment Update Q3 2025: After much sound and fury, stock markets are at record highs Quarterly Investment Update Q3 2025: After much sound and fury, stock markets are at record highs
9 mins 26 June 2025 Weekly Digest: Escalating tension, limited reaction Weekly Digest: Escalating tension, limited reaction
1 min 19 June 2025 Managing risk and identifying opportunity Managing risk and identifying opportunity
12 mins 10 June 2025 Monthly digest: A catalyst-rich environment Monthly digest: A catalyst-rich environment
9 mins 30 April 2025 Weekly Digest: Taking stock – Trump’s first 100 days Weekly Digest: Taking stock – Trump’s first 100 days
6 mins 28 April 2025 Review of the week: Negotiating a trade war Review of the week: Negotiating a trade war
3 mins 10 April 2025 There's more to investing than trade policy There's more to investing than trade policy
9 mins 7 April 2025 Review of the week: The emperor's new tariffs Review of the week: The emperor's new tariffs
5 mins 4 April 2025 Trump’s tariffs: how should investors respond? Trump’s tariffs: how should investors respond?
7 mins 31 March 2025 Review of the week: The language of trade Review of the week: The language of trade
12 mins 28 March 2025 Quarterly Investment Update Q2 2025: Separating uncertainty from risk as we prepare for what's ahead Quarterly Investment Update Q2 2025: Separating uncertainty from risk as we prepare for what's ahead
5 mins 24 March 2025 Review of the week: Borrowing rises ahead of UK Spring forecast Review of the week: Borrowing rises ahead of UK Spring forecast
6 mins 10 March 2025 Review of the week: MEGA moves for Europe Review of the week: MEGA moves for Europe
5 mins 24 February 2025 Review of the week: Big changes, big uncertainty Review of the week: Big changes, big uncertainty
8 mins 17 February 2025 Review of the week: The ecstasy of gold Review of the week: The ecstasy of gold
5 mins 10 February 2025 Review of the week: All fine bar the tariffs Review of the week: All fine bar the tariffs
7 mins 3 February 2025 Review of the week: The Trump train rolls on Review of the week: The Trump train rolls on
6 mins 27 January 2025 Review of the week: DeepSeek or deep fake? Review of the week: DeepSeek or deep fake?
5 mins 13 January 2025 Review of the week: Yields up, pound down Review of the week: Yields up, pound down
5 mins 6 January 2025 Review of the week: Back on the Carousel Review of the week: Back on the Carousel
1 min 16 December 2024 After 2024’s outsized returns, optimistic realism for 2025 After 2024’s outsized returns, optimistic realism for 2025
4 mins 16 December 2024 Review of the week: 'Tis the season for a rate cut Review of the week: 'Tis the season for a rate cut
12 mins 16 December 2024 Quarterly Investment Update Q1 2025: After climbing a wall of worry, hopes for us growth should keep markets going Quarterly Investment Update Q1 2025: After climbing a wall of worry, hopes for us growth should keep markets going
6 mins 9 December 2024 Review of the week: A Continental dog’s breakfast Review of the week: A Continental dog’s breakfast
5 mins 18 November 2024 Review of the week: UK growth deflated Review of the week: UK growth deflated
6 mins 11 November 2024 Review of the week: A tale of two markets Review of the week: A tale of two markets
7 mins 28 October 2024 Review of the week: Preparing for a tough Budget Review of the week: Preparing for a tough Budget
6 mins 21 October 2024 Review of the week: Goodbye to all that? Review of the week: Goodbye to all that?
1 min 17 October 2024 The rebirth of industrial policy and what it means for investors The rebirth of industrial policy and what it means for investors
5 mins 14 October 2024 Review of the week: France cuts spending, ECB to cut rates? Review of the week: France cuts spending, ECB to cut rates?
1 min 2 October 2024 Polls apart: Navigating America’s divisive election Polls apart: Navigating America’s divisive election
7 mins 30 September 2024 Review of the week: The return of the dragon Review of the week: The return of the dragon
1 min 30 September 2024 Keeping a level head late in the economic cycle Keeping a level head late in the economic cycle
10 mins 27 September 2024 Quarterly Investment Update Q4 2024: The descent of monetary policy Quarterly Investment Update Q4 2024: The descent of monetary policy
4 mins 23 September 2024 Investment Insights Q3 2024: Prepare for the unexpected when America votes Investment Insights Q3 2024: Prepare for the unexpected when America votes
6 mins 16 September 2024 Review of the week: Painting a picture Review of the week: Painting a picture
5 mins 9 September 2024 Review of the week: The comfort blanket of lower interest rates Review of the week: The comfort blanket of lower interest rates
6 mins 12 August 2024 Review of the week: Sudden market jolt gives way to tentative calm Review of the week: Sudden market jolt gives way to tentative calm
7 mins 5 August 2024 Review of the week: A seismograph for US economic tremors Review of the week: A seismograph for US economic tremors
3 mins 2 August 2024 Investment Insights Q3 2024: Political stability is good news for UK stocks Investment Insights Q3 2024: Political stability is good news for UK stocks
1 min 1 August 2024 Will small stay beautiful in the eyes of investors? Will small stay beautiful in the eyes of investors?
6 mins 24 July 2024 Investment Insights Q3 2024: Bond markets can be forgiving (sometimes) Investment Insights Q3 2024: Bond markets can be forgiving (sometimes)
5 mins 15 July 2024 Review of the week: Is the door opening to US rate cuts? Review of the week: Is the door opening to US rate cuts?
4 mins 8 July 2024 Review of the week: Labour waltzes to victory Review of the week: Labour waltzes to victory
9 mins 28 June 2024 Quarterly Investment Update Q3 2024: Broad earnings improvement brings good news Quarterly Investment Update Q3 2024: Broad earnings improvement brings good news
1 min 21 June 2024 Looking beyond today’s superstars for tomorrow’s winners Looking beyond today’s superstars for tomorrow’s winners
7 mins 17 June 2024 Review of the week: Getting ahead of the Fed Review of the week: Getting ahead of the Fed
6 mins 10 June 2024 Review of the week: The year of the election heats up Review of the week: The year of the election heats up
4 mins 3 June 2024 The Magnificent Seven are not the only stock market stars The Magnificent Seven are not the only stock market stars
4 mins 28 May 2024 Review of the week: Snap election, new policies Review of the week: Snap election, new policies
3 mins 22 May 2024 Take control of your financial future today Take control of your financial future today
1 min 16 May 2024 Regional differences open up as markets continue to march higher Regional differences open up as markets continue to march higher
3 mins 10 May 2024 Big gains for big stocks obscure some hidden gems Big gains for big stocks obscure some hidden gems
5 mins 10 May 2024 The investment outlook is turning more positive The investment outlook is turning more positive
6 mins 10 May 2024 Can India meet optimistic growth expectations? Can India meet optimistic growth expectations?
4 mins 7 May 2024 Review of the week: The Federal Reserve riddle Review of the week: The Federal Reserve riddle
5 mins 22 April 2024 Review of the week: Spending the big bucks Review of the week: Spending the big bucks
5 mins 15 April 2024 Review of the week: Middle-Eastern tensions rise further Review of the week: Middle-Eastern tensions rise further
4 mins 8 April 2024 Review of the week: Is the door slamming on early rate cuts? Review of the week: Is the door slamming on early rate cuts?
1 min 5 April 2024 Investment Insights Q2 2024: On the road to recovery Investment Insights Q2 2024: On the road to recovery
4 mins 2 April 2024 Review of the week: This rally is broadening… Review of the week: This rally is broadening…
9 mins 28 March 2024 Quarterly Investment Update Q2 2024: The many have taken over from the few Quarterly Investment Update Q2 2024: The many have taken over from the few
1 min 25 March 2024 Focus on quality, with an eye on bonds too Focus on quality, with an eye on bonds too
5 mins 18 March 2024 Review of the week: Land of the rising prices Review of the week: Land of the rising prices
6 mins 4 March 2024 Review of the week: Tax cuts or a conservative Budget? Review of the week: Tax cuts or a conservative Budget?
5 mins 19 February 2024 Review of the week: Downcast, but out (spending) Review of the week: Downcast, but out (spending)
1 min 15 February 2024 Chance of US recession recedes, boosting markets Chance of US recession recedes, boosting markets
6 mins 12 February 2024 Review of the week: American stocks pop Review of the week: American stocks pop
6 mins 29 January 2024 Review of the week: The oracle of Threadneedle Street Review of the week: The oracle of Threadneedle Street
6 mins 22 January 2024 Review of the week: Shoppers on strike? Review of the week: Shoppers on strike?
9 mins 17 January 2024 Investment Update: The Non-Patriotic Case for UK Equities Investment Update: The Non-Patriotic Case for UK Equities
6 mins 8 January 2024 Review of the week: An old-fashioned Santa rally Review of the week: An old-fashioned Santa rally
1 min 4 January 2024 Investment Insights Q1 2024: The magnificent seven Investment Insights Q1 2024: The magnificent seven
6 mins 27 December 2023 Investment Insights Q4 2023: Shaky ground Investment Insights Q4 2023: Shaky ground
3 mins 22 December 2023 The shift to clean energy and its impact on our biodiversity The shift to clean energy and its impact on our biodiversity
1 min 19 December 2023 Will investors have a more certain hope in 2024? Will investors have a more certain hope in 2024?
4 mins 18 December 2023 Investment Insights Q4 2023: AI industrial revolution? Investment Insights Q4 2023: AI industrial revolution?
11 mins 15 December 2023 Quarterly Investment Update Q1 2024: Ready, set, go into the new year Quarterly Investment Update Q1 2024: Ready, set, go into the new year
3 mins 15 December 2023 Investment Insights Q4 2023: Caution needed Investment Insights Q4 2023: Caution needed
6 mins 27 November 2023 Review of the week: Happiness is Relative Review of the week: Happiness is Relative
7 mins 23 November 2023 Autumn Statement 2023: Give With One Hand, Take With the Other Autumn Statement 2023: Give With One Hand, Take With the Other
5 mins 20 November 2023 Review of the week: The Chancellor’s Goodwill Hunting Review of the week: The Chancellor’s Goodwill Hunting
5 mins 13 November 2023 Review of the week: Which path are we on? Review of the week: Which path are we on?
1 min 2 November 2023 Investment report – Peace of mind in a dangerous world Investment report – Peace of mind in a dangerous world
6 mins 25 October 2023 Investment Insights Q4 2023: Higher for longer Investment Insights Q4 2023: Higher for longer
7 mins 23 October 2023 Review of the week: Same World, Different Views Review of the week: Same World, Different Views
3 mins 9 October 2023 Review of the week: The Israeli-Hamas Conflict Review of the week: The Israeli-Hamas Conflict
1 min 9 October 2023 Investment Insights Q4 2023: Higher for longer Investment Insights Q4 2023: Higher for longer
6 mins 2 October 2023 Review of the week: Uncertainty spreads Review of the week: Uncertainty spreads
1 min 2 October 2023 Quarterly Investment Update video Q4 2023 Quarterly Investment Update video Q4 2023
11 mins 28 September 2023 Quarterly Investment Update Q4 2023: Entering the midnight zone Quarterly Investment Update Q4 2023: Entering the midnight zone
6 mins 25 September 2023 Review of the week: Central banks pause for thought Review of the week: Central banks pause for thought
7 mins 22 September 2023 Artificial intelligence and the search for company profits Artificial intelligence and the search for company profits
6 mins 18 September 2023 Review of the week: Will interest rates plateau after peaking? Review of the week: Will interest rates plateau after peaking?
4 mins 4 September 2023 Review of the week: Not the August planned Review of the week: Not the August planned
1 min 18 July 2023 Keeping cool without overheating the planet Keeping cool without overheating the planet
6 mins 17 July 2023 Review of the week: Running hot and cold Review of the week: Running hot and cold
1 min 11 July 2023 Investment Insights Q3 2023: A new gold rush Investment Insights Q3 2023: A new gold rush
5 mins 10 July 2023 Review of the week: Interesting times for bonds Review of the week: Interesting times for bonds
13 mins 30 June 2023 Quarterly Investment Update: A Rorschach test for investors Quarterly Investment Update: A Rorschach test for investors
7 mins 26 June 2023 Review of the week: An independent scapegoat? Review of the week: An independent scapegoat?
4 mins 19 June 2023 Review of the week: Take the long view on rates Review of the week: Take the long view on rates
7 mins 15 May 2023 Review of the week: Expectations vs reality Review of the week: Expectations vs reality
5 mins 9 May 2023 Review of the week: A very British coronation Review of the week: A very British coronation
5 mins 24 April 2023 Review of the week: Markets on edge as earnings season picks up pace Review of the week: Markets on edge as earnings season picks up pace
2 mins 12 April 2023 Investment Insights Q2 2023: A reality check on earnings forecasts Investment Insights Q2 2023: A reality check on earnings forecasts
6 mins 11 April 2023 Review of the week: The world has changed Review of the week: The world has changed
2 mins 5 April 2023 Quarterly Investment Update video Q2 2023 Quarterly Investment Update video Q2 2023
13 mins 30 March 2023 Quarterly Investment Update: Banking stress brings a mild recession closer Quarterly Investment Update: Banking stress brings a mild recession closer
6 mins 27 March 2023 Review of the week: the fear bug strikes again Review of the week: the fear bug strikes again
7 mins 6 March 2023 Review of the week: The bank of mum and dad Review of the week: The bank of mum and dad
6 mins 13 February 2023 Review of the week: The uncertainty principle Review of the week: The uncertainty principle
6 mins 30 January 2023 Review of the week: Everything, everywhere, all at once Review of the week: Everything, everywhere, all at once
7 mins 9 January 2023 Review of the week: An exceptional year Review of the week: An exceptional year
1 min 6 January 2023 Investment Insights Q1 2023: A balancing act Investment Insights Q1 2023: A balancing act
14 mins 19 December 2022 Investment Update Q1 2023: Will 2023 be less volatile? Investment Update Q1 2023: Will 2023 be less volatile?
6 mins 28 November 2022 Review of the week: Behind the curtain Review of the week: Behind the curtain
9 mins 18 November 2022 Autumn Statement 2022: Credibility restored? Autumn Statement 2022: Credibility restored?
7 mins 7 November 2022 Review of the week: Imaginings and disappointments Review of the week: Imaginings and disappointments
5 mins 31 October 2022 Review of the week: Big Tech’s scary sell-off Review of the week: Big Tech’s scary sell-off
8 mins 18 October 2022 Review of the week: More than full circle Review of the week: More than full circle
1 min 11 October 2022 Investment Insights Q4 2022: Taking the global economy's pulse Investment Insights Q4 2022: Taking the global economy's pulse
6 mins 10 October 2022 Review of the week: Credibility is the currency Review of the week: Credibility is the currency
15 mins 28 September 2022 Quarterly Investment Update: Staying defensive as risks continue to build Quarterly Investment Update: Staying defensive as risks continue to build
9 mins 23 September 2022 Investment Update: A “mini budget” in name only Investment Update: A “mini budget” in name only
4 mins 20 September 2022 Review of the week: The Queen’s people Review of the week: The Queen’s people
1 min 7 September 2022 Putting money to work – is now a good time to invest? Putting money to work – is now a good time to invest?
6 mins 5 September 2022 Review of the week: Now what, Prime Minister? Review of the week: Now what, Prime Minister?
1 min 18 August 2022 Investment Update video: When the facts change Investment Update video: When the facts change
12 mins 12 August 2022 Investment Update: When the facts change Investment Update: When the facts change
1 min 6 July 2022 Investment Insights Q3 2022: Recession risk - UK versus UK Investment Insights Q3 2022: Recession risk - UK versus UK
1 min 4 July 2022 Quarterly Investment Update video: Steady on, with a weather eye on the horizon Quarterly Investment Update video: Steady on, with a weather eye on the horizon
11 mins 30 June 2022 Quarterly Investment Update: Steady on, with a weather eye on the horizon Quarterly Investment Update: Steady on, with a weather eye on the horizon
3 mins 10 June 2022 The power of the investor and founder relationship The power of the investor and founder relationship
1 min 13 April 2022 Investment Insights Q2 2022: This is not an economic rerun of the 70s Investment Insights Q2 2022: This is not an economic rerun of the 70s
1 min 29 March 2022 Stagflation: Why this isn’t a bad 1970s rerun Stagflation: Why this isn’t a bad 1970s rerun
1 min 25 March 2022 Investment Update video: Mapping the way Investment Update video: Mapping the way
11 mins 25 March 2022 Quarterly Investment Update: Mapping the way through the war in Ukraine Quarterly Investment Update: Mapping the way through the war in Ukraine
1 min 6 October 2021 Investment Insights Q4 2021: Slowing down and cracking down Investment Insights Q4 2021: Slowing down and cracking down
2 mins 18 August 2021 Is the Chinese dragon losing its appetite for industrial metals? Is the Chinese dragon losing its appetite for industrial metals?
1 min 8 April 2021 Investment Insights Q2 2021: Who's afraid of bond vigilantes? Investment Insights Q2 2021: Who's afraid of bond vigilantes?
5 mins 23 July 2020 How quickly will the world recover from the coronavirus pandemic? How quickly will the world recover from the coronavirus pandemic?