top of page
News
Client Update - 11th September 2026
It is not just political headlines that matter, what we should always consider is the actual detail further down the page: does the policy agenda encourage growth, investment, and confidence? That question is becoming increasingly relevant in the UK as Andy Burnham's national profile continues to rise. Having established himself as an effective communicator, generally pragmatic in approach, he has shown a willingness to adapt his views when circumstances change. Yet popularit
1 day ago
Client Update - 4th September 2026
Recent weeks have seen increased attention on the UK's public finances, with government borrowing costs rising and political debate intensifying ahead of the Autumn Budget on 28th October. Headlines have focused on concerns that higher public spending commitments, combined with rising debt servicing costs, could place additional pressure on the government's finances. As investors, it is worth remembering that higher bond yields are not just a UK phenomenon. The UK gilt market
Sep 4
Client Update - 28th August 2026
For UK investors, being overweight US equities has been one of the most rewarding investment decisions of the past decade and a half. Since the Global Financial Crisis, American stock markets have consistently outperformed most other developed and emerging markets, driven by world-leading technology companies, a dynamic corporate sector, and an unrivalled ability to attract global capital. The US has not just been the world's largest economy; it has become the world's premier
Aug 28
Client Update - 14th August 2026
If UK politics were a listed investment, Nigel Farage would be that perpetually volatile stock that analysts keep downgrading, investors keep questioning, and the market simply refuses to ignore. The latest chapter in the Farage saga came in Clacton, where he resigned as MP, triggered a by-election, and then promptly won it again. Farage secured 22,239 votes, comfortably seeing off his nearest challenger, Count Binface, who achieved an eye-catching 9,455 votes. While the re
Aug 14
bottom of page
