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Investment Update: Budget 2024

Last Updated: July 4, 2024

With the shadow of a general election looming over the government, chancellor jeremy hunt announced another reduction in the headline rate of national insurance (of two percentage points) in a bid to shore up his party’s flagging support. But that cut will do little to change the near-term economic outlook, and the work of dealing with the bigger structural problems facing the uk economy has largely been left until after the election.

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Investment Insights Q3 2022: Recession risk - UK versus UK

Last Updated: July 21, 2025

Our latest Insights highlights why we still see US or global recession as unlikely over the next 12 months, despite what you might be reading in the headlines of the financial press. In any case, no two downturns are the same (each is unhappy in its own way), and a crucial point that often goes missing in the current debate is that it’s still too early to be clear about what kind this one will be, and therefore how to properly defend portfolios against it.

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