Sophie Barnett Sophie Barnett

Direct Equity Team: A Note from Bishopsgate

S&P Global Inc is the latest addition to our DEP portfolios. A leader in credit ratings, benchmark indices and market intelligence for over 100 years, we explain why we are confident to hold it for the next decade.

Read More
Sophie Barnett Sophie Barnett

Direct Equity Team: A Note from Bishopsgate

Melrose's aerospace business operates in an industry defined by high barriers to entry and long-term growth. We explain why we believe it is an attractive investment opportunity.

Read More
Sophie Barnett Sophie Barnett

Market Commentary, July 2026

Ross McKnight, Senior Investment Analyst and Head of MPS, joins Tracy Coghill to discuss recent investment themes and to provide an update on portfolio performance since his last update.

Read More
Sophie Barnett Sophie Barnett

Direct Equity Team: A Note from Bishopsgate

While recent market returns have been driven by banks, energy and mining, attractive opportunities remain elsewhere. We explain why Rotork's quality, resilience and valuation make it a compelling long-term investment.

Read More
Sophie Barnett Sophie Barnett

Announcement

A staffing announcement from City Asset Management

Read More
Sophie Barnett Sophie Barnett

Direct Equity Team: A Note from Bishopsgate

After holding Cisco Systems since the 2020 bear market, we recently decided to trim our position. In this article, we explain the investment case, how the business has evolved over time, and why we believe a more balanced risk-reward outlook now justifies a reduction.

Read More
Sophie Barnett Sophie Barnett

Market Commentary, May 2026

In our latest City Thinking market commentary, Ross McKnight, Senior Investment Analyst and Head of MPS, joins Tracy Coghill to discuss portfolio performance so far this year and how our portfolios have remained resilient despite a challenging backdrop.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
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.

Read More
Sophie Barnett Sophie Barnett

2025 Recap

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

Read More
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.

Read More
Sophie Barnett Sophie Barnett

The 2025 Budget

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

Read More