Insight

Here, you will find our in-depth analysis on everything from the investment markets to wealth management. You can also see coverage of IPS Capital in the press.

All Firm News Investment Market Update Wealth

Don’t bet against the US economy | Weekly Market Update

26 June, 2026

A good rule of thumb is that if the economy is steady and growing, equity returns are (on average – there are no guarantees!) positive. Read More

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SpaceX and Economist magazine covers | Weekly Market Update

19 June, 2026

SpaceX I wrote last week that the SpaceX IPO would be a pretty important test for market sentiment and its willingness to finance the… Read More

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My house hasn’t been a great investment | Weekly Market Update

12 June, 2026

The SpaceX IPO launches today. At $1.8trn its market capitalisation is around half that of the UK FTSE 100 and the $75bn raised would (almost)… Read More

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When the tide goes out: Navigating the widest performance gap we have ever seen

11 June, 2026

In over two decades of investment management, we have rarely needed to look far to understand why one portfolio outperforms another. Markets move in cycles,… Read More

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Greed, fear and Korean levered ETFs | Weekly Market Update

5 June, 2026

For models where it made sense, we took some profits on our Asian equity exposure this week. Semiconductor stocks have exploded in value (SK Hynix… Read More

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One more time: are we in an AI bubble? | Weekly Market Update

29 May, 2026

Tony Blair was back in the news this week arguing for (among other things) reducing the tax burden and using AI and technology as a… Read More

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How are equities still so strong? | Weekly Market Update

22 May, 2026

The Strait of Hormuz remains closed, long-term interest rates in the UK are back at levels last seen in the 1990s and inflation is on… Read More

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Labour, gilts and the outlook for US rates | Weekly Market Update

15 May, 2026

This hasn’t been a great week for Keir Starmer. It also has not been a great week for UK government bond prices. Which also means… Read More

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