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September has got off to a volatile start, as concerns mount over the state of the US economy and equities and bonds are now negatively correlated—bonds have outperformed while equities have fallen, as concerns are no longer driven by inflation but a weakening labour market and its potential to weigh on US growth.

News that the pound has strengthened to its highest value against the dollar will be welcome to those enjoying the last of the summer holidays, as those pounds stretch further.

It seems hard to believe it has only been four weeks since Kamala Harris took over the Democratic nomination, after President Joe Biden stepped aside over concerns of his age and health.

If the first half of the year was all about the extreme concentration in the S&P 500’s gains, the market moves after 10th July showed just how important diversification is for long-term investors.

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

As athletes from around the world compete in the Paris 2024 Olympics, we take a closer look at the economic benefits of hosting the Olympic games and whether these benefits outweigh the soaring costs.

In the aftermath of the Russian invasion of Ukraine, western central banks became decidedly hawkish by initiating the fastest cycle of interest rate hikes in decades in an attempt to combat inflation. In contrast, Japan remained dovish, keeping interest rates low after decades of weak growth and deflation.

A week is a long time in politics. Labour Prime Minister Harold Wilson is thought to have said this in the 1960s, a phrase that appears more prescient than ever.

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.