Market Insights

Magnificent Expectations

24 July 2026 5 min read

Magnificent Expectations Market prices reflect what investors expect to happen in the future. When a group of stocks delivers returns...

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Quarterly Market Review 2nd Quarter 2026

17 July 2026 3 min read

Quarterly Market Review 2nd Quarter 2026 If you’re taking a well-earned break from the sunshine (!), you may be interested...

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Value vs Growth

6 July 2026 5 min read

Value vs Growth Historically, value stocks have outperformed growth stocks in the US (the largest stock market in the world)...

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Outpacing Inflation with Stocks

4 June 2026 5 min read

Outpacing Inflation with Stocks Inflation is back in the news of late, as the year-over-year change in the consumer price...

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Quarterly Market Review 1st Quarter 2026

23 April 2026 3 min read

Quarterly Market Review 1st Quarter 2026 This report takes into account the energy crisis that started unravelling in early March...

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Will the Magnificent 7 Stay on Top

12 March 2026 4 min read

Will the Magnificent 7 Stay on Top The Magnificent 7 entered 2025 among the Top 10 largest US stocks. But...

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Key steps to take before the tax year ends

9 March 2026 4 min read

Key steps to take before the tax year ends With the 2025/26 tax year-end approaching, now is the time to...

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US Market Not Partying Like It’s 1999

17 February 2026 3 min read

US Market Not Partying Like It’s 1999 Much has been made of current US stock market valuations. As of November...

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Annual Market Review 2025

26 January 2026 2 min read

Annual Market Review 2025 So in the end after all the uncertainty (Trump’s trade tariffs in April and the shift...

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Quarterly Market Review 3rd Quarter 2025

21 October 2025 3 min read

Quarterly Market Review 3rd Quarter 2025 Here’s a breakdown of what happened last quarter. This is for those of you...

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Mind the Gap – Diversifying Across Countries

21 August 2025 3 min read

Mind the Gap – Diversifying Across Countries While many of us enjoy an international holiday this summer it might be...

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Quarterly Market Review 2nd Quarter 2025

24 July 2025 2 min read

Quarterly Market Review 2nd Quarter 2025 Here’s a breakdown of what happened last quarter. This is for those of you...

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Market Insights: The Cost of Trying to Time the Market

2 July 2025 3 min read

MARKET INSIGHTS: The Cost of Trying to Time the Market Considering how dire the headlines and stock price moves appeared...

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Market Insight: Sweeping Changes

9 May 2025 2 min read

Market Insight: Sweeping changes Welcome to our latest issue. The October 2024 Budget proposed sweeping changes to Inheritance Tax (IHT),...

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Quarterly Market Review 1st Quarter 2025

22 April 2025 3 min read

Quarterly Market Review 1st quarter 2025 Here’s a breakdown of what happened last quarter. This is for those of you...

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