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Hips don’t lie
Last Updated: September 30, 2025
The chemicals sector is often the canary in the economic coal mine, so a spate of profit warnings spark a discussion among the team. Meanwhile, is the pent-up demand from COVID-delayed elective surgeries finally coming on stream, and what would it mean for med-tech companies? Finally, the team takes a deep dive on German industrial giant Siemens, which has spent a decade reshaping its business.
Review of the week: Running hot and cold
Last Updated: September 30, 2025
Inflation is falling nicely in the US, will British CPI follow suit this week? Meanwhile, China battles deflation as its economy stutters.
Review of the week: Which path are we on?
Last Updated: September 30, 2025
Updates on inflation and unemployment arrive this week. Will they give investors more clarity about the paths of interest rates?
Review of the week: Rolling Returns
Last Updated: September 30, 2025
A Santa rally is in full swing for stocks and bonds, capping off a year of large swells for investors. While returns flow, climate policy is ebbing at COP28 in Dubai.
Review of the week: The Chancellor’s Goodwill Hunting
Last Updated: September 30, 2025
The government has more cash to work with after better-than-expected GDP growth and higher tax receipts. How will the extra money be used?
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Last Updated: September 30, 2025
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Review of the week: Welcome back
Last Updated: October 8, 2025
Action and adventure abounded in the summer holidays and it wasn’t all between the covers of a Robert Louis Stevenson novel. Our chief investment officer Julian Chillingworth takes stock.
Investing early and often: the magic of compound interest
Last Updated: October 7, 2025
Not many of us want to forgo our lifestyle, especially when we are younger, but making an effort to think ahead and invest more at an early age can have an amazing impact on our wealth as we get older.
Investment Insights Q2 2025: Europe's Big Reset
Last Updated: October 7, 2025
In the opening months of President Trump’s second term, attention-grabbing trade policy and a dramatic pivot on Ukraine have ratcheted up the level of uncertainty investors are facing. Our lead article considers the ‘collateral improvement’ this has brought to Europe’s outlook for growth.
Review of the week: No, Prime Minister
Last Updated: October 8, 2025
It’s bye bye for Boris after one scandal too many, yet it shouldn’t affect UK markets much if at all. Meanwhile, the Bank of England is making sure British banks are as safe as houses.
Opportunities and risks of AI in the charity sector
Last Updated: October 9, 2025
All charities should be examining how they can harness the opportunities presented by AI, while remaining alive to the risks, Andrew Maxwell and Simon Lapthorne tell Ian Allsop from Civil Society Media.
Quarterly Investment Update Q4 2025: Another brick in the wall
Last Updated: October 7, 2025
We look at why artificial intelligence is boosting stock markets – and ponder who the eventual winners might be. We also consider current political risks on both sides of the Atlantic.