News & Updates

In this Investment Strategy Quarterly, we examine US national debt, the return of high-quality bonds, and the nuances of inflation. Plus, we take a look closer to home at the potential outcomes of the upcoming Budget.

From Shadow AI to Sovereign AI: The Signals Most People Might be Missing According to Emre Kazim

Introduction

Artificial intelligence is often discussed through the lens of existential risk, trillion-dollar valuations and a growing US-China technology rivalry. But what does the picture look like from the perspective of someone building a global AI company with roots in the UK?

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In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines gold’s recent resurgence and a spike in government bond yields, as geopolitical and macroeconomic uncertainty continues.

In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines the recurring theme of uncertainty and the many different challenges it brings for those navigating the markets.

In this Investment Strategy Quarterly, we look at the continuing impact of the Iran conflict, the outlook for the UK, economic growth in the US, and the resilience of the S&P 500. Plus, how political and geopolitical landscapes remain the key drivers of policy uncertainty.

In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines the continued Persian Gulf conflict and its impact on energy supplies, price pressures, and how pessimism in the bond markets contrasts with optimism in the stock market.

In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines key economic and geopolitical points from the last few weeks, takes a look at recent stock market highs, plus grounds for cautious optimism.

In this Investment Strategy Quarterly, we look at the potential impact of a new Federal Reserve Chair, the rising pressure on the UK economy, and sentiment-driven assets. Plus, we examine the combined complexities of interest rates, inflation and mortgages.

Our Spring Statement 2026 article highlights the key points from the Chancellor’s update and explains what it could mean for your finances ahead of the 2026/27 tax year.

In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines the contrasts between US and Asian stock markets, considers the impact of agentic AI and highlights resilience in the UK market. This piece also touches on the recent events in the Middle East.

It is often said that January sets the scene for the rest of the year when it comes to the markets – will the same hold true for 2026? Our European Strategist, Jeremy Batstone-Carr, examines key economic and geopolitical events from the last few weeks, before looking ahead to the coming months.

In our first Investment Strategy Quarterly of 2026, we examine the continued demand for electricity, optimism for the bond market, the importance of selectivity in equities, plus the potential risks and opportunities for the year ahead.