Insight - IPS

Achoo | Weekly Market Update

29 November, 2024

As this is a weekly note, I am always acutely aware of the issue of interest fatigue by the people who receive it. There are… Read More

A glass half-full market | Weekly Market Update

22 November, 2024

The markets are in a very glass half full mood at the moment. As our client portfolios are benefitting from this I am hardly complaining. Read More

Listening to what the markets are telling us | Weekly Market Update

15 November, 2024

My general macro view hasn’t really changed from what I wrote last week (which is here if that is what you are after). Instead,… Read More

Labour, Conservatives, they’re all just the same | Weekly Market Update

11 November, 2024

After the UK budget last week there was a fair amount of grumbling (from, I’d guess, people who didn’t vote Labour) that this was the… Read More

The market reaction to the UK budget | Weekly Market Update

1 November, 2024

My task this week is to write about the impact of the UK Budget on markets. The challenge is that there is – needless to… Read More

How does the Budget affect you?

31 October, 2024

Over the last 48 hours, we have all seen the headlines from Wednesday’s Autumn Budget delivered by Rachel Reeves. In this article, we dig a… Read More

Interest rates are marching higher again | Weekly Market Update

25 October, 2024

Government bond yields have been rising in the last few weeks. Another way of saying the same thing is that markets now expect fewer interest… Read More

The UK budget and the US election | Weekly Market Update

18 October, 2024

It is now less than 2 weeks to the Labour budget in the UK and less than 3 weeks to the US election. These two… Read More

2024 Q3 Market Review

15 October, 2024

Summary While stronger sterling (up 5.8% against the dollar for the quarter) limited some of the international gains for our UK investors, the macro backdrop… Read More

2024 Q3 ESG Market Review

15 October, 2024

Sustainable companies await discovery As we reflect on the market dynamics of the year so far, it’s clear that the “Magnificent 7” tech giants have… Read More