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.
July Market Update
July’s commentary comes courtesy of our investment partners at Rathbones. The main themes of 2025 continue to roll on with discussion on tariffs, AI, economic stimulus and enduring market resilience. By John Wyn-Jones, Head of Market Strategy. Earnings ultimately drive stock returns, not geopolitics – and the quarterly earnings season has arrived. Granted, tariffs […]
June Update – Markets breathe sigh of relief on Middle East ceasefire
Table of Contents June’s Market Commentary is being sent out later than usual given how rapidly world events have been unfolding over the last couple of weeks. As ever, the intention of these commentaries is to zoom out and focus on what really matters when it comes to investing over the long term while also […]
May mid-quarter Update – “Declines are temporary, advance is permanent”
Table of Contents As our monthly newsletters come and go it becomes increasingly more apparent that while the short-term narrative might swing like a pendulum from month to month, the long-term narrative is unchanged. The headline “Declines are temporary, advance is permanent” has been deliberately chosen to reflect the bigger picture of the current situation. […]
April 2025 Market Update – “Stocks stabilise as Trump announces tariff pause”
Table of Contents Our Market Update for April comes again courtesy of our investment partners at Quilter Cheviot. They publish a range of insightful content on a highly regular basis. Follow them online here. We were fortunate to spend time at their offices last week to participate in a forum focused on supporting cross-border […]
March 2025 Market Update – “Markets sell off, but fundamentals remain solid”
Table of Contents Our Market Update for March comes courtesy of our investment partners at Quilter Cheviot. They publish a range of insightful content on a highly regular basis. Follow them online here. This week itself has been a bumpy ride if you’ve been following the news. As ever, it’s not healthy to zoom […]
BRITISH EXPATS IN ITALY COULD SOON AVOID INHERITANCE TAX ENTIRELY
BRITISH EXPATS IN ITALY COULD SOON AVOID INHERITANCE TAX ENTIRELY Thanks to the forthcoming changes to UK Domicile rules, which are due to be rolled out in the new UK tax year, from April 2025, it could be possible for Italian-resident British citizens to avoid inheritance tax on their estates entirely. As the rules stand […]
February 2025 Market Update
Table of Contents This month’s market commentary comes courtesy of our own in-house investment management team at Aisa. They share their views on the current investment climate with input from Royal London Asset Management as well. Market Overview 2025 The past year saw central banks adjusting interest rate policies in response to inflationary pressures […]