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.

2024 Q4 Market Review

20 January, 2025

Summary A strong global economy was the foundation for positive equity returns in 2024 and – absent the usual surprises and shocks – there is… Read More

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Some good news for gilts | Weekly Market Update

17 January, 2025

I wrote in my 2025 outlook piece that one of the big risks for 2025 was that government bond yields continue to grind higher. This… Read More

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Letter from the Managing Partner

15 January, 2025

The Partners and staff would like to wish all our clients, intermediaries, and prospective clients a happy and successful 2025. It was another reasonably strong… Read More

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Bond markets are causing trouble again | Weekly Market Update

19 December, 2024

I wrote last week that it would probably be my last weekly note of the year as long as the markets stayed calm. Well, I’m… Read More

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My four charts for 2024 | Weekly Market Update

13 December, 2024

Equities are continuing their low-volatility grind higher this quarter. As this is generally good for business I am not sure I want to jinx this… Read More

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What we are worrying about for next year | Weekly Market Update

6 December, 2024

Equities normally go up and the economy usually grows at 2% to 3%. I think most annual investment outlooks could be reduced to that sentence… Read More

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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

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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

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