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.
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.
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.
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.
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.
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.
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.
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.
Market Commentary, March 2026
In his March commentary, James Calder discusses how the first quarter of 2026 has seen markets absorb significant geopolitical activity.
The Spring Forecast - 03 March 2026
We summarise the key points raised in Chancellor Rachel Reeves’ Spring Forecast, delivered on 3rd March 2026.
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.
Our Thoughts on the Latest Tarrif Rulings
James Calder, Chief Investment Officer, shares his thoughts on the latest tarrif ruling from the Supreme Court of the United States.
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.
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.
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.
2025 Recap
Our Chief Investment Officer, James Calder, shares his recap of markets in 2025.
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.
Why Talk of Scrapping the Pension Tax-Free Lump Sum Misses the Mark
Rumours are rife ahead of November’s budget, with pensions, once more, in the firing line. While it’s natural to expect some changes, are sweeping short-term reforms really that likely?