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

Investing at the all-time high | Weekly Market Update

7 November, 2025

It looks like Labour will raise taxes equivalent to about 1%-1.5% of GDP at the upcoming budget. This is a big fiscal tightening and I… Read More

see more

More on the AI boom | Weekly Market Update

31 October, 2025

The US macro backdrop remains, with expected interest rate cuts of 1% into an economy that is growing, with the worst of the tariff shock… Read More

see more

Criticising, and defending, the Bank of England | Weekly Market Update

24 October, 2025

The ongoing US government shutdown (about which markets do not yet care one iota) means that there is no new data out of the US. Read More

see more

The 6,000 year bubble | Weekly Market Update

17 October, 2025

Prompted by some client questions I have done a couple of notes recently on whether this is, indeed, an AI equity bubble. However,… Read More

see more

Are we in an AI bubble? (Part II) | Weekly Market Update

10 October, 2025

I wrote about the potential AI equity bubble a couple of weeks ago. My high-level take was stock market valuations looked expensive but were not… Read More

see more

Diversification is back | Weekly Market Update

3 October, 2025

I wrote our quarterly client overview yesterday. This is a deeper dive into our views and positioning and, as ever, if you are not a… Read More

see more

Are we in an AI bubble? | Weekly Market Update

26 September, 2025

I have been doing this job for 16 years now. Early on, when the US started to out-perform, I confess to thinking that the… Read More

see more

Equities, weight loss, car accidents | Weekly Market Update

19 September, 2025

This week, why equity markets are going up and why our children (or perhaps grandchildren) should live longer than we will. On equity markets,… Read More

see more

Back to school (part II) | Weekly Market Update

11 September, 2025

Last week I wrote about bond markets. This week I thought I would do a similar review of where we are with equity markets. But… Read More

see more

Back to school | Weekly Market Update

5 September, 2025

I am back from a break hiking in Ireland (my tip: bring your waterproofs). The first thing that struck me on returning is that –… Read More

see more

Boost your financial knowledge

Stay abreast of the emerging developments that matter to you with our exclusive newsletter.