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Healthy trends in medical tech: Sales growth to trump policy uncertainty
Last Updated: December 5, 2025
Demography and technology are boosting growth in the sector. Ozge Brinkworth sees potential for companies that can either introduce entirely new products or enhance existing ones to improve efficiency and clinical outcomes.
A tale of two booms: What calls to mind the 1990s and what doesn’t
Last Updated: January 29, 2026
For all the billions of dollars spent on AI so far, the current increase is nothing like as large, relative to the size of the US economy. dotcom boom was also fuelled by debt in a way that the current AI wave, so far at least, is not. But vigilance is vital.
Investment lessons from 2025
Last Updated: December 10, 2025
Stay informed with a 6-minute investment update video, discussing stock market resilience, government bond yields and investors’ poor record in predicting politics.
Weekly Digest: Chicken & chips
Last Updated: December 16, 2025
It’s been a year of aggressive tariff threats and subsequent climb-downs, while the makers and major buyers of the computer chips used in generative AI models and the data centres powering them have continued to dominate the global stock market.
Our investment outlook for 2026
Last Updated: December 16, 2025
Stay informed with our 10-minute investment update video, setting out why we see stock market promise in 2026 – and how we’ve prepared in case the outcome proves less rosy.
Weekly Digest: Building in uncertainty
Last Updated: March 18, 2026
When confronted with big unknowns, it’s tempting to imagine the worst. Amid the fog of war, our investment process aims to manage the risks while not missing the boat if things suddenly take a turn for the better.
Weekly Digest: Keep your seatbelts fastened
Last Updated: March 18, 2026
For now the focus remains squarely on the Iran conflict and closure of key shipping lanes, but hopes for a de-escalation have helped reduce the turbulence. Holding to our long-term focus is still the best way to keep our seatbelts fastened.
Investment Update: Iran conflict - our latest thoughts
Last Updated: March 18, 2026
It’s best to stick to long-term strategies, rather than trying to trade on the unpredictable twists and turns of this war.
Investment Insights summary: March 2026
Last Updated: March 18, 2026
Our monthly look at what’s driving global markets
Financial Services Compensation Scheme
Last Updated: March 18, 2026
Learn about the Financial Services Compensation Scheme (FSCS) and how deposits and investments are protected.
Important information
Last Updated: March 18, 2026
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Our people
Last Updated: March 19, 2026
Our services are delivered by skilled investment professionals.