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Two Minute Missive – 10th July
July 10, 2026
Watch the latest ‘Two Minute Missive’ from our Client Investment Director, Shane Balkham. This video contains the opinions and views of Shane Balkham. Please…
The World In A Week – Fewer jobs, fewer worries?
July 6, 2026
Written by Ilaria Massei Sometimes in markets, weaker news is welcome news. Last week's US jobs report was the clearest example: the economy added just 57,000 jobs in June, around half of what…
The World In A Week – A sell-off with somewhere to hide
June 29, 2026
Written by Dominic Williams Last week was a study in how uneven a sell-off can be. Most markets ended the week lower, but where those falls landed mattered as much as their size. At home, the bigger…
Two Minute Missive – 26th June
June 26, 2026
Watch the latest ‘Two Minute Missive’ from our Client Investment Director, Shane Balkham. This video contains the opinions and views of Shane Balkham. Please work with your financial…
The World in a Week – Onwards and upwards
June 22, 2026
Written by Chris Ayton Last week was a strongly positive one for global equity markets, with the MSCI All Country World Index (a broad measure of global stock markets) up +2.7%. Global technology…
The World in a Week – There is life outside the vacuum of Space(X)
June 15, 2026
Written by Shane Balkham Investors may be forgiven for thinking that last week was all about Elon Musk and the Initial Public Offering (IPO) of SpaceX. On Friday, SpaceX went public with an initial…
Two Minute Missive – 12th June
June 15, 2026
Watch the latest ‘Two Minute Missive’ from our Client Investment Director, Shane Balkham. This video contains the opinions and views of Shane Balkham. Please work with your financial…
The World In A Week – When good news is bad news
June 8, 2026
Written by Millan Chauhan Last week was a tale of two halves, with the biggest story once again coming from the United States. For the first few days, American shares pushed higher, supported by…
The World In A Week – Markets gain as oil prices retreat
June 1, 2026
Written by Ashwin Gurung Market sentiment improved over most of last week following reports that the US and Iran were moving closer to agreeing on a 60-day ceasefire extension, one that would reopen…
The World In A Week – Diverging paths (some even go to Mars!)
May 26, 2026
Written by Ilaria Massei The Office for National Statistics reported that UK consumer price inflation fell to 2.8% in the year to April - down moderately from 3.3% the prior month and below economist…
Two Minute Missive – 20th May
May 20, 2026
Watch the latest ‘Two Minute Missive’ from our Client Investment Director, Shane Balkham. This video contains the opinions and views of Shane Balkham. Please work with your financial…
The World In A Week – A bumpy end to a strong week
May 18, 2026
Written by Cormac Nevin US stock markets hit fresh record highs midweek before a hotter-than-expected American inflation report and higher global interest rates cooled things by Friday. Returns for…












