AI: Real Growth, Real Risks: A take from our partner FE Investments Boom, bubble, or something more complicated? Artificial intelligence remains the most powerful equity-market narrative of the decade. But the story has evolved. We are no longer in the phase where excitement is driven purely by possibility. AI has moved into its capital intensive middle act – defined by heavy infrastructure spending, visible revenue growth and, increasingly, investor discipline. That shift ma

At last the economic uncertainty is over and Rachel Reeves has delivered her second budget, with much of the speculation around pension reforms failing to materialise. However, she has introduced measures to raise £26 billion in revenue, including an extended freeze on tax thresholds, tax increases for dividends, savings and rental income and changes to salary sacrifice. Here are the headline points to assist in your planning: Income tax and National Insurance ·         As pr

Equity markets extended their gains as certainty about US tariffs and renewed AI optimism maintained positive investor sentiment. Many US trade partners struck agreements with the White House, generally lowering their trade barriers and promising public and private investment in the US, in exchange for lower tariffs. With lower tariffs and resilient economic growth, the chances of a global recession have significantly reduced. The tech sector continues to post growing earning

Equity markets shrugged off the sell-off caused by US president Donald Trump’s extreme US tariffs. The liberation day tariffs announced...

VouchedFor have released their 2025 Guide to Top Rated Advisers which was distributed nationally in The Times last Saturday. You can...

There has been significant media coverage in recent weeks of Donald Trump’s introduction of tariffs. One of our recommended Discretionary...

US and global equity indices gained as big tech companies backed up aggressive valuations with further revenue growth and higher profits....

As mentioned in our summary of the recent Autumn Budget announcement , Stamp Duty Land Tax (SDLT or Stamp Duty) rates are changing from...

Over the past three months, speculation and uncertainty about the budget has been rife, creating an uneasy environment for both clients...

Global stocks experienced volatility this quarter as they weathered declines in US tech and Japanese equities. However, most regions...

There is considerable speculation regarding the potential changes in the upcoming Autumn Budget. One of our managed portfolio providers,...

The last few weeks have seen a lot of volatility in markets. Equities have sold off and bonds have pushed up strongly as concerns about...

Global equity markets have continued their strong run, powered by growth in the US. Most of the companies in the S&P 500 exceeded their...

In 2024, about 4 billion people around the world will be eligible to vote in an election. This is a significant number that could have...

Inflation has continued to fall since the start of the year. However, the decline has been patchy and this, combined with relatively...