July Market Update
Global markets hit record highs on AI earnings — then the Iran ceasefire collapsed. Valiant Wealth’s July update on what it means for your portfolio.
While Switzerland closes its doors, Italy opens theirs wider
Switzerland is moving to restrict foreign property ownership under the Lex Koller law. Italy imposes no such restrictions — and offers meaningful tax benefits for qualifying buyers. We also explain the frontalieri: the little-known framework that lets you live in Italy and work in Switzerland.
May 2026 Market Commentary
Global stock markets hit record highs in May 2026 even as the Strait of Hormuz remains closed. We explain the earnings story driving the rally, the pressure on UK gilts, and what it all means for investors.
Moving to Italy? The Property Tax Rule That Could Save You Tens of Thousands
There’s a tax benefit available to anyone buying a home in Italy as their primary residence. Most expats have heard of it. Far fewer understand how to actually use it — or how a recent rule change has made it significantly more powerful.
April 2026 Market Commentary
Our April 2026 market commentary looks at how the US-Iran conflict and closure of the Strait of Hormuz has reshaped global markets, what it means for equities, bonds and commodities, and — most importantly — what it means for you as an investor.
Italy Expands its Lucrative “7% Tax Regime” for Retirees
Italy’s 7% flat tax regime now covers towns up to 30,000 residents. Find out what it means for expats planning to retire to Italy.
Market Update – March 2026
Events are moving fast in the Middle East and it’s no surprise that clients are keen to understand what the escalating conflict could mean for stock markets. The commentary below comes from Nathan Sweeney, Chief Investment Officer of Multi-Asset portfolios at Marlborough International. While geopolitical events can understandably create uncertainty, it’s helpful to step back […]
Market Update – December 2025
For our December newsletter it seems appropriate to assess the events of 2025 and what it teaches us going into 2026. As ever, we’ve got insight from our fund manager partners at both Quilter Cheviot and Marlborough but first let’s summarise how markets have performed in a year that has seen widespread growth despite media […]
Market Update – October 2025
Six months have passed since Donald Trump stood in front of the White House and announced the introduction of tarriffs like some dystopian version of Play Your Cards Right. Since then markets have been soaring which has led to inevitable fears that what goes up must come down. We are also three years into a […]
September Market Update
Emerging markets are challenging developed market dominance in 2025, with China, India, and AI-driven growth leading the way. Evelyn Partners’ Daniel Casali explores the East vs West dynamic, from stronger EM earnings and a weaker US dollar to shifting Chinese valuations — and what this means for global investors.