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

The US sneezes, France catches a cold | Weekly Market Update

2 October, 2026

Some weeks (and these are normally the good weeks for markets) I am scratching round for things to write here. This is not one of… Read More

Making sense of September | Weekly Market Update

24 September, 2026

I was back this week from a later than usual summer break. While I was away, I followed the news flow a little and was… Read More

Gilts, Oil, and Rogue AIs | Weekly Market Update

4 September, 2026

What is driving UK interest rates higher? The interest rate on 10-year UK government bonds is back above 5% and at levels not seen… Read More

How worried should we be about government debt levels? (Part 2) | Weekly Market Update

28 August, 2026

Just a shorter note this week ahead of the UK bank holiday weekend. Last week I wrote about government debt. Times are good, yet G7… Read More

How worried should we be about government debt levels? | Weekly Market Update

21 August, 2026

Government bond yields rose again this week (and so bond prices fell). This is, of course, pushing up government borrowing costs and adding to… Read More

Bonds, Billionaires and Abundance | Weekly Market Update

14 August, 2026

I showed this chart last week, but I continue to think it is the most important chart for the macro/equity market outlook. … Read More

Are we in an AI bubble (part 3)? | Weekly Market Update

7 August, 2026

I remember the week I got married. It can get quite tense. You have a lot of things to organise, you want everything to be… Read More

July update, leverage and rogue AIs | Weekly Market Update

31 July, 2026

Equity markets in July After a bumper Q2, equity markets are (more or less) flat for the month as I type. But I wouldn’t say… Read More

Escalate to de-escalate | Weekly Market Update

24 July, 2026

Hostilities have resumed in Iran and oil is back at $100 a barrel having been $70 at the start of the month. As always with… Read More

UK bargain hunt | Weekly Market Update

17 July, 2026

This morning Rotork, a £4bn UK engineering business, agreed to be taken private by ABB at a 65% premium. It is joining Easyjet, Intertek, Tate… Read More

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