Insights for professional partners

Our thought-provoking monthly analysis of markets, economies, and investment opportunities and risks in particular sectors

How ageing populations are creating challenges, opportunities, and new investment themes

How April 2027 pension tax changes reshape IHT planning and why legal and financial advice must work together for clients.

ISA reforms announced on 23 June 2026 mean a 22% charge on interest earned on uninvested cash held in investment ISAs. Here’s what savers and investors need to know.

Stay informed with our 13-minute investment update video explaining why the global stock market remains near all-time highs – and the potential risks to portfolios.

How sluggish UK housing has strengthened the case against property as an investment.

Our monthly look at investments, economies, and markets

We present the most interesting facts about global stock markets - including AI-related businesses - in a slideshow, with audio commentary

Our monthly look at what’s driving global markets

Stay informed with our 14-minute investment update video, explaining what the Iran conflict means for financial markets.

Our monthly look at what’s driving global markets

We've written this as a practical triage tool for the conversations you're already having with your clients at this time of year: who has genuine levers, what's supportable before 5 April 2026, and where joined up delivery (tax, legal, investment, cashflow) prevents avoidable problems.

Listen in as Oliver Jones, Head of Asset Allocation, and John Wyn-Evans, Head of Market Analysis explore the key themes shaping the investment landscape in the first quarter of 2026.

Stay informed with our 12-minute investment update video, explaining what the Iran conflict means for financial markets.

Countries and businesses need to adapt to shifting demographics

How AI-native startups are challenging software incumbents