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

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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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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The AI boom is not slowing down | Weekly Market Update

8 May, 2026

If part of the job of this note is to tell you what is going on, here is what has happened in equity markets since… Read More

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How are oil and equities both higher? | Weekly Market Update

1 May, 2026

Two things are going on right now that are (more or less) unrelated. First, Strait of Hormuz remains closed and oil is at post-war highs… Read More

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The market is usually right | Weekly Market Update

17 April, 2026

Iran I wrote a couple of times here that over the past 40 years there have been 21 US airstrike campaigns in the… Read More

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Q1 2026 Market Review

10 April, 2026

Market Commentary  Summary If the worst-case scenarios in Iran can be avoided, then, as with the tariffs, the global economy should be able to withstand… Read More

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We are not out of the woods | Weekly Market Update

2 April, 2026

Just a shorter note from me this week ahead of the Easter Bank Holiday weekend. And in the short term I can bring you some… Read More

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