Insight - IPS

Pensions – what might happen in the UK Autumn Budget? Wealth Update

30 September, 2024

Numerous rumours have been circulating about the forthcoming budget. In this article, we concentrate on pensions and some of the options available to the Chancellor. Read More

Finally, some good news from China | Weekly Market Update

27 September, 2024

Probably the biggest macro development of the year happened this week and, for once, the news did not come out of the US. Instead China… Read More

Progress in AI | Weekly Market Update

20 September, 2024

Each quarter, I do a longer outlook and review note for clients. I sometimes think an AI could summarise these notes pretty succinctly as: if… Read More

Back to normal, and some comfort now summer is over | Weekly Market Update

13 September, 2024

The news flow was dominated by the US election this week. After a strong debate performance, Kamala Harris went from being a slight underdog to… Read More

The AI Investment Opportunity | Weekly Market Update

5 September, 2024

One question I am asked occasionally is what is the best way to invest to make the most of the current Artificial Intelligence (AI) revolution. Read More

The year so far, and dressage | Weekly Market Update

16 August, 2024

This is my final weekly note before my summer break. It would be tempting to add the words “well earned” here but, while we have… Read More

Political Interference – Good or Bad? : Monthly ESG Update

9 August, 2024

Interested in ESG-relevant content? In this note I’ll highlight a few interesting stories that come across my desk each month. The first week of August… Read More

August Market Update

7 August, 2024

After a long period of unusual quietness in equity markets, the US S&P 500 equity Index fell -6% in the first 3 trading days of… Read More

Some thoughts on ESG investing | Weekly Market Update

5 August, 2024

The UK finally cut interest rates to 5% yesterday. I thought this was the right decision. Today’s major risk does not look to be inflation… Read More

The brave have (finally) got some reward | Weekly Market Update

29 July, 2024

I wrote last week that there was a consensus view that any Donald Trump import tariffs would be good for US equities, hurt non-US equities… Read More