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.
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
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’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
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
Table of Contents Our Market Update for April comes again courtesy of our investment partners at Quilter Cheviot. They publish a range of insightful
Table of Contents Our Market Update for March comes courtesy of our investment partners at Quilter Cheviot. They publish a range of insightful content
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
Table of Contents The first market update of 2025 takes a general look at the year ahead. Following two years of above average returns in
Table of Contents November’s commentary comes courtesy of our fund manager partners at Quilter Cheviot in the UK and has been written by head
