Sophie Barnett Sophie Barnett

Market Commentary, April 2026

James Calder, Chief Investment Officer, shares his latest thoughts on markets, including opportunities in Japan, the outlook for the UK, the growing adoption of AI and, importantly, the effects of the situation in Iran.

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Sophie Barnett Sophie Barnett

Recent Market Volatility

Periods of volatile markets can feel unsettling. At times like these, it is important to remember some important principles to avoid the risk of making decisions that could lead to poor – perhaps disastrous – outcomes.

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Sophie Barnett Sophie Barnett

Market Commentary, March 2026

In his March commentary, James Calder discusses how the first quarter of 2026 has seen markets absorb significant geopolitical activity.

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Sophie Barnett Sophie Barnett

Recent Developments in the Middle East

James Calder, Chief Investment Officer, provides an update on recent developments in the Middle East and what they could mean for your investments.

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Sophie Barnett Sophie Barnett

Market Commentary, February 2026

James Calder, Chief Investment Officer, discusses the outlook for portfolios in 2026. Touching on geopolitical issues, macroeconomics and portfolio construction, James highlights key trends and remains cautiously positive on performance.

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Sophie Barnett Sophie Barnett

2025 In Review

Our Year In Review looks back at some of our articles published over 2025, which are still relevant and may be interesting as you reassess your financial goals ready for 2026.

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Sophie Barnett Sophie Barnett

Sustainable Investing: 2025 Review

Max West, Research Investment Analyst, looks back at how sustainable investing strategies performed in 2025 and shares his outlook for future performance.

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Sophie Barnett Sophie Barnett

2025 Recap

Our Chief Investment Officer, James Calder, shares his recap of markets in 2025.

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Sophie Barnett Sophie Barnett

What does the 2025 Budget mean for you?

One week on from the Autumn Budget, we’ve prepared some commentary on the changes impacting pensions, inheritance tax and investments in VCTs and EIS.

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Sophie Barnett Sophie Barnett

The 2025 Budget

Read our summary of the key points from Chancellor Reeves’ 2025 Budget.

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Sophie Barnett Sophie Barnett

Budget Day Announcement

David Bethell highlights some tax planning points you might want to start thinking about ahead of the Budget on 26 November 2025.

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Sophie Barnett Sophie Barnett

Focus on the CAM Sustainable Service

Ross Mcknight discussed the CAM sustainable service with Connor Read, covering the origins of the service, how it differs from CAM's traditional service, and his outlook for the future.

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Sophie Barnett Sophie Barnett

Market Outlook: August 2025

We're more than halfway through what has been a really eventful year. Our Client Experience Manager Tracy Coghill speaks with Chief Investment Officer James Calder about what's been happening in markets, how portfolios have been performing, and his thoughts for the year to come.

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Sophie Barnett Sophie Barnett

Why Do We Like the UK Stock Market?

Over the last decade, we have witnessed a shift away from UK equities in favour of international markets. Could this trend now be changing?

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