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While the BoE and ECB focus primarily on getting inflation to their 2% target, the Fed faces a more complex task: pursing maximum employment and stable prices – a dual mandate that requires plenty of balancing and some trade-offs, particularly in turbulent times.

This week, we take a closer look at the second quarter earnings season, discuss what stood out, and what the potential outlook is for the rest of the year.

UK long-dated gilt yields have experienced a surge in recent weeks, with 30-year yields reaching 5.6% on 19 August, the highest among G7 countries and the highest since 1998. This week, we take a closer look at the drivers behind the move in UK government bond markets and what could help reverse it.

The goal of research is to provide suitable recommendations to those managing client portfolios. Although priority is given to investments on our approved lists and in our clients’ portfolios, the wider landscape is constantly scoured for potentially compelling investment ideas.

Where pensions were once IHT-efficient vehicles for wealth transfer, HMRC’s stated aim is to curb their use as a tax planning tool and restore their primary function as retirement savings. With these changes, pensions will largely be treated like other estate assets for IHT.

President Donald Trump’s chaotic rollout of tariffs has had an enormous impact across asset classes this year. But none have felt the impact as much as the dollar, which got off to its worst first half of the year in more than half a century.

In early 2025, the Trump administration, continuing its “America First” agenda, sought to upend the decades-old global trade order by introducing sweeping tariffs on the US’s largest trading partners.

Discover more about blue bonds, their unique features, why they appeal to sustainability-focused investors and how they are being used to fund London’s sewage infrastructure.

Looking solely at equity market performance, it’s easy to see how one could argue the British economy is primed for solid growth. This week, we dig into the domestic economy to see what lies beneath the surface and why the outlook is more challenging.

Global equities hit new highs despite a volatile quarter driven by tariffs, shifting central bank policies and geopolitical tensions. Markets have proved resilient despite a turbulent start to the year.