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.

15.10.2025
Trade tariffs and geopolitics dominate in Q3
Quarterly Market Outlook

09.07.2025
Trade tariffs and geopolitics dominate in Q2
Quarterly Market Outlook

09.04.2025
Trump takes office and China challenges in an eventful Q1
Quarterly Market Outlook

10.01.2025
White House race lifts US shares in Q4 but trade tariff fears linger
Quarterly Market Outlook

08.07.2024
AI boom helps lift global stock markets
Quarterly Market Outlook

09.04.2024
Could new market leaders emerge as energy and materials shine?
Quarterly 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.