October’s market split: an AI reset meets resilient growth
October produced an unusual combination of market moves. Shares linked to artificial intelligence fell sharply, government bonds rallied despite strong economic data, and oil prices rose.
Financial planning tips to beat the Budget 2026
It might have been branded the “Is that it?” Budget, but 98 new measures were announced by the Chancellor, John Healey, in his first speech to the House of Commons, meaning there is plenty for households to get their heads around.
Budget 2026: key takeaways
The Chancellor John Healey has presented his Budget speech to parliament, the first under Andy Burnham, who this week marked his first 100 days in office. With the slogan “Breathing space for today, fresh hope for the future,” Healey announced a number of measures which could have implications for your finances. From changes to income tax on savings and property to a u-turn on Cash ISA changes, plus more help with energy bills and a surprise announcement on the trading allowance - here are the key changes you need to know.
Stronger together: Why we blend fund managers
Behind every actively managed equity fund is a team making decisions about which companies deserve a place in your portfolio. This month, we explore why atomos combine several of these teams to invest in equities, bringing together different strengths and perspectives.
Our clients look to us for advice on how events today, and trends for tomorrow, are going to affect their wealth plans. Read the key insights from our specialists on the topics of investing and market commentary.

06.11.2026
October’s market split: an AI reset meets resilient growth
Monthly Market Outlook

02.10.2026
From cuts to hikes: interest rate expectations shift sharply
Monthly Market Outlook

04.09.2026
Strong Profits Steady the Ship... But Will Inflation Rock the Boat?
Monthly Market Outlook

05.08.2026
Smooth Sailing through a Semiconductor Storm
Monthly Market Outlook

03.07.2026
While the Fog of War Lifts, AI Risks Still Cloud the Horizon
Monthly Market Outlook

05.06.2026
“Oil’s Well That Ends Well”: Markets Look Past Conflict
Monthly Market Outlook
The value of investments and any income from them can fall and you may get back less than you invested.
The value of investments and any income from them can fall and you may get back less than you invested.