Investors must exercise due diligence and remain attentive to developments in this sphere

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We believe the best way to gain exposure to small caps, and to manage some of these risks, is to invest via
third-party, experienced, active managers who can be more selective
in constructing portfolios.

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UK Investment trusts might be facing some tough challenges, but we remain advocates of their vital roles in multi-asset portfolios

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“Buying a green bond with zero ‘greenium’ could be termed an ‘ESG arbitrage’ with future expected outperformance as the ‘greenium’ returns.”

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Different definitions mean individuals
fall in and out of certain categories at
different times, which serves to reduce the usefulness of any one labour market
indicator.

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There are invaluable lessons to be learned from Ronald Read’s life and investment choices

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Is this the year where US equities fall behind? Well, who knows! but there are pockets of value in the US equities universe and it’s important to maintain exposure, especially if you can select the right fund managers to navigate the course

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The only notably weak market was oil. The initial surge in price following the Hamas attack on Israel has unwound as fears of a wider Middle East conflict have dissipated

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Oil prices rose a further 1.5% in August, taking its rise over the past three months to 20%

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Arguably the biggest upside surprises came in the UK, where growth in recent
months has been broadly flat, confounding virtually all the official forecasts of an extended recession

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