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MAGA? The US is already great
Last Updated: September 30, 2025
Sunny Florida is always going to look better than grey old London in late winter. Yet multi-asset equity analyst Emma Letheren saw a vibrancy there that’s truly foreign to Britain.

The silence is deafening
Last Updated: September 30, 2025
Sharp falls in US stocks seemed to quieten the President a little. Yet, with ‘Liberation Day’ approaching, multi-asset equity analyst Emma Letheren notes that companies’ ability to pass on higher costs is about to be tested.

Testing the waters: making a splash in more effective conservation
Last Updated: September 30, 2025
Water utilities face intense pressure to better conserve this limited resource. Sustainable investment analyst Neil Smith explains how innovative water testing kit helps them reuse water more safely.

Clowns and dragons
Last Updated: September 30, 2025
Fantastical blockbusters like House of the Dragon aren’t for our head of multi-asset investments David Coombs. For him, nothing beats a gritty realistic drama. Besides, you can’t dream up anything crazier than real life in the year 2025.

Moving beyond DE&I buzzwords
Last Updated: September 30, 2025
In light of intense political scrutiny of corporate diversity, equity and inclusion (DE&I) practices, our engagement analyst Jenny Twigg explains why ditching DEI could prove painfully short-sighted.

Active investors care what’s in a portfolio, passive investors only care about how it’s held
Last Updated: September 30, 2025
Would you choose a new car based on how much its price has risen in the past couple of years? Head of multi-asset investments David Coombs asks why so many are happy doing this with their life savings.

A miserable miracle
Last Updated: September 30, 2025
This has been one of the most begrudged share market rallies in modern times. Our chief investment officer, Julian Chillingworth, explains why political deadlock may help it continue.

The price is right
Last Updated: September 30, 2025
Inflation has flared up again in the UK, but that doesn’t mean the globe is awash with soaring prices.

All at sea
Last Updated: September 30, 2025
Currencies bounced around last month as investors debated the strength of the UK’s Brexit negotiating position, whether the Federal Reserve (Fed) will slow its rate hikes, and if the European Central Bank will soon cut the number of bonds it buys each month as part of its quantitative easing programme.

In the eye of the storm
Last Updated: September 30, 2025
A North Korean missile, potentially capable of carrying a nuclear payload, soared over Japan in late August and sunk into the Sea of Japan. In response, 10-year Japanese government bond (JGBs) yields sunk too, from 0.009% to -0.009%.

Counting currency
Last Updated: September 30, 2025
British investors may get a shock when they look at their returns this month. For those investing in sterling, overseas stock market performances were downright dismal

Peak prices
Last Updated: September 30, 2025
The Bank of England (BoE) raised rates in early November from 0.25% to 0.5%. A decent boost from the services sector helped third-quarter GDP grow by a faster than expected 0.4%, a solid enough justification for the hike.