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Deciphering the announcements and what they mean in practice can be tricky. Our video can help.

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Insights

Japan in Focus: New Leadership, Bold Budget

This week, Japan grabbed attention with its largest supplementary budget since the pandemic. Prime Minister Sanae Takaichi’s government unveiled a ¥135 trillion (£632 billion) package aimed at boosting strategic growth sectors, strengthening defence capabilities, and creating a reserve for emergencies such as natural disasters.

End of year outlook for markets

Last week’s highly anticipated UK Budget was well-received by markets, as the pound strengthened, major UK equities rose, and the cost of government borrowing fell.

£26bn in Tax Rises — But Markets Barely Blinked

On Wednesday, Chancellor Rachel Reeve unveiled her new budget for the UK. The headline was that the Budget included around £26 billion of tax increases over the next few years. Whilst there is no big rise in income tax as some people speculated, the government is raising money through lots of smaller changes.

Nvidia Delivers, But Markets Want More

This week, the debate about whether the excitement in artificial intelligence (AI) has run ahead of itself was put to another test. After several strong months for large technology companies, the market started to struggle.

Mind the U-Turn: See it, say it, but don't do it…

The UK government’s autumn budget, scheduled for 26 November, is now being positioned differently after Chancellor Rachel Reeves reportedly abandoned earlier plans to raise headline income-tax rates. Reeves faces a delicate balancing act.

Volatility, investment risk, and the link between risk and return

Volatility is a natural part of investing. It refers to the ups and downs in the value of investments over time. Market uncertainty and fluctuations in asset prices will not disappear anytime soon, so how can we think about understanding the role volatility plays in investments?

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The value of investments and any income from them can fall and you may get back less than you invested.