Japan in Focus: New Leadership, Bold Budget
Welcome to our weekly newsletter, where we summarise market activity over the past seven days.
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.
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.

05.12.2025
End of year outlook for markets
Monthly Market Outlook

11.11.2025
Keep calm about credit markets
Monthly Market Outlook

09.10.2025
Should investors worry about US market concentration?
Monthly Market Outlook

01.09.2025
Are US mega-cap tech stocks in a bubble?
Monthly Market Outlook

01.08.2025
Domestic strength powers Japan’s rebound
Monthly Market Outlook

04.07.2025
How do we manage the financial risks resulting from war?
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.