Our Insights

Over the first quarter of 2025 markets were mixed as a combination of factors took effect. In the US, Donald Trump was inaugurated as President for...

• 28 April 2025
• | Dale Smith

President Trump Tariffs – a short explanation.

Donald Trump has looked to address the perceived imbalance in US trade amongst its global t...

• 9 April 2025
• | Graham Clark

Over the fourth quarter, markets were mixed as Donald Trump’s Republican party won the election and control of both houses in the US. In other mark...

• 29 January 2025
• | Dale Smith

Over the third quarter, markets on the whole continued to perform well. As central banks reduced rates, the fixed income markets and sectors sensit...

• 17 October 2024
• | Dale Smith

Has your charity considered investing its money? If not, it is worth reviewing – as long as you follow the correct guidance, investment creates opp...

• 8 August 2024
• | Graham Clark
• | Phillip Ross

Over the second quarter of 2024, investor focus has remained on inflation and interest rate policy on each side of the Atlantic. Artificial Intelli...

• 31 July 2024
• | Dale Smith

The first quarter of 2024 has remained focused on inflation and interest rate policy on each side of the Atlantic. The previous market view ‘higher...

• 6 May 2024
• | Dale Smith

Over the final quarter of 2023, inflation and interest rates expectations flipped from the view of ‘higher for longer’ to possible hold or easing. ...

• 31 January 2024
• | Dale Smith

Any gain above the CGT allowance is charged at the rate of either 10% or 18% for basic rate taxpayers, and 20% or 28% for higher or additional rate...

• 15 January 2024
• | Jamie Brown

Over the third quarter of 2023, inflation remained elevated in the west with interest rates matching suit. The market narrative in the US flipped f...

• 30 October 2023
• | Dale Smith

Over the second quarter to 30 June 2023, inflation remained elevated in the west. Central banks reacted by increasing interest rates in the UK, US,...

• 8 August 2023
• | Dale Smith

What a year it’s been! Rising interest rates, rising cost of living, rising taxation and volatility across the global financial markets drive...

• 5 May 2023
• | Graham Clark
• | Dale Smith