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Tammy Hall, Head of Portfolio Management gives an update on markets and portfolio positioning for the month of June.

Albert Einstein allegedly once described compounding as the eighth wonder of the world and one of the most powerful forces in the universe. Compounding – when your returns from the previous period are added onto the next period (and again, and again) – is indeed a powerful force and a crucial part of long-term investing. While many can grasp the maths behind compounding, it is very hard to visualize over the long-term as the numbers become so large.

As women entrepreneurs grow in number, they are also becoming prominent as philanthropists. Julie Hutchison, Technical Director for Philanthropy and Charities discusses Super-Givers and Funding Circles in our latest insights.

The Labour government's proposal to introduce VAT on private school fees marks a significant shift in the UK's educational and fiscal landscape. Currently, private school fees are exempt from VAT, which provides financial relief to many families opting for private education. The new proposal aims to address funding disparities between private and public education while increasing tax revenues.

Markets have generally slowed down expectations of the pace of rate cuts as data had continued to signal stronger than expected inflation. However, the Fed did indicate earlier this week that inflation is coming down. Despite pushing back expected rate cuts, equity markets continued to push towards all-time highs in the second quarter, buoyed by US technology companies and the ongoing exuberance surrounding artificial intelligence (AI).

As a business, our culture is what sets us apart. Creating social and cultural added value, we champion a positive working culture with a focus on ensuring everyone feels a genuine sense of belonging.

Our Impact Report, published this week, is a reflection of our collective efforts during 2023 to progress the sustainability agenda.

As bond yields declined earlier this year, the equity market rally broadened in the middle of the second quarter, meaning more stocks started gaining value across a wider range of sectors.

Following his dismal performance in the European Parliament elections on 9 June, French President Emmanuel Macron called for a snap election, an effort to discredit Marine Le Pen’s populist National Rally as a serious party of government.

This weekend, the V&A opens the first exhibition of its kind celebrating the unequalled 40-year career of fashion model and cultural icon Naomi Campbell; NAOMI: In Fashion.