Markets and investing

We understand navigating the world of finance can be complex. Our goal is to provide valuable insights and to help you stay informed on the financial matters that mean most to you.

 

Navigating market volatility
The adage “sell in May and go away”, referring to the historically weaker performance of stocks from May to October compared with the other half of the year, didn’t disappoint this time around, too. The summer, often a nightmare for any Chief Investment Officer trying to book a vacation, saw a sharp rise in volatility...

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Our latest markets and investing insights

Giving credit where it’s due
15 October 2024

Giving credit where it’s due

Market Insights
The past few weeks have been quite volatile. First, tensions in the Middle East continued to grab the headlines, pushing oil prices higher. Second, US job growth, services activity and inflation came in higher than expected, leading to markets expecting smaller, more gradual US Federal Reserve (Fed) rate cuts.
Navigating market volatility
09 September 2024

Navigating market volatility

Market Insights
The adage “sell in May and go away”, referring to the historically weaker performance of stocks from May to October compared with the other half of the year, didn’t disappoint this time around, too.
Why should investors consider adding private markets to their portfolios?
01 August 2024

Why should investors consider adding private markets to their portfolios?

Invest differently
Private markets were once the reserve of sophisticated and institutional investors but have experienced significant growth in recent years. Now, a far broader range of private market investments are available to clients.
Europe revisited
08 July 2024

Europe revisited

Market Insights
A bit like the unpredictable weather we’ve had over the past few weeks, politics has been a rollercoaster. As expected, the UK election delivered a Labour win. While there might be tax and broader fiscal implications at the individual level, the outcome wasn’t unexpected, which is why it hasn’t moved markets that much.
French elections – a hung parliament, with a twist
08 July 2024

French elections – a hung parliament, with a twist

Market Insights
The overall outcome of the French legislative elections came as expected: a hung parliament where no party/alliance managed to secure the absolute majority of 289 seats. But it came with a twist.
UK election: Market insights
05 July 2024

UK election: Market insights

Market Insights
That Labour won a strong absolute majority, and the Conservative Party sank to the lowest result ever isn’t a surprise for markets, given the polls. The next government plans to follow the same fiscal rules as the outgoing one and so, in our view, it will have limited fiscal space. However, there could be modest effects on different groups of consumers and firms.
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