Search Results

Insights

Budget pain ahead but calm returns to markets

The Chancellor of the Exchequer, Rachel Reeves, will present the autumn Budget on 30 October. She is expected to announce changes to the tax regime, notably inheritance tax and capital gains tax.

HomeKnowledge hub / Insights

Find out more

Insights

As we enter the Year of the Rabbit, we burrow into the prospects for markets

Inflation continues to trend down, investors have taken heart and equities are on the up - but with China emerging from lockdown, how long will this last?

HomeKnowledge hub / Insights

Find out more

Insights

AUTUMN STATEMENT 2023

What to expect, and what’s on our wish list

HomeKnowledge hub / Insights

Find out more

Insights

A positive outlook but beware of economic euphoria

The global economic outlook is strengthening, and this view has been reinforced by many companies reporting expectation-beating earnings for the last quarter of 2020. But while good business results go some way towards explaining the confidence in equity markets, are they enough to justify inflated prices?

HomeKnowledge hub / Insights

Find out more

Insights

End of cost-of-living crisis in sight as inflation falls?

Inflation is expected to fall back to the Bank of England’s 2% target in as little as a month after peaking above 11% less than two years ago. Does this mean the end is in sight for the cost-of-living pressures that have squeezed many UK households since 2021?

HomeKnowledge hub / Insights

Find out more

Insights

Fireworks on 4 July or 5 November?

The Fourth of July is America’s Independence Day, and this year it’s also the day British voters will go to the polls to elect the next government. Americans, meanwhile, will vote in a presidential election on 5 November (the UK’s Guy Fawkes Night), and we expect fireworks as US voters choose between two candidates with polar opposite views.

HomeKnowledge hub / Insights

Find out more

Insights

Why haven't markets rewarded company results?

The first quarter was favourable for equities; companies generally beat earnings expectations, in some cases quite strongly. Recovery is well underway, helped by Covid vaccines and an influx of cash to American pockets courtesy of the Biden administration. So why then are outperforming equities reaping so little reward from their stock prices?

HomeKnowledge hub / Insights

Find out more

Insights

Valuations are adjusting; now we just have to wait for the economy to catch up

We’re in the early stages of recession, and expectations are starting to come down. But a more subdued stock market is actually a good sign.

HomeKnowledge hub / Insights

Find out more

Insights

Inflation continues to stabilise as November GDP beats expectations

Welcome to our weekly newsletter, where we summarise events of the past seven days.

HomeKnowledge hub / Insights

Find out more

Insights

UK Inflation comes in hotter than expected, pushing out rate cut expectations

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.

HomeKnowledge hub / Insights

Find out more

Insights

Looking further afield lets us envision the possibility of a brighter future

While sky-high inflation continues to plague the UK, elsewhere, things are starting to look up.

HomeKnowledge hub / Insights

Find out more

Insights

Inflation: are we out of the woods yet?

Recent data shows that the rate of inflation is slowing across the developed world. Investors have taken heart – but is their optimism misplaced?

HomeKnowledge hub / Insights

Find out more

1
2
3
4
5
6

outlook

Log in to your account