Insight - IPS

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

US markets don’t seem to believe US economists | Weekly Market Update

19 July, 2024

Luckily, IPS is not (yet) a user of Microsoft Azure and 365. This means (unlike Sky News) I am able to keep on with my… Read More

2024 Q2 ESG Market Review

17 July, 2024

The Investment Trust Green Opportunity The Labour coalition has won a staggering majority in the July general election. I thought this was a good time… Read More

2024 Q2 Market Review

17 July, 2024

Summary • Inflation is (slowly) coming back under control. Economic growth remains steady and, if anything, looks to be improving in the UK and Europe. Read More

The Labour landslide and some thoughts on UK markets | Weekly Market Update

5 July, 2024

As expected, Labour have won their landslide. Given that they have been odds on to do this since the election was called in May the… Read More