Our Spring Statement 2026 article highlights the key points from the Chancellor’s update and explains what it could mean for your finances ahead of the 2026/27 tax year.
Wrecking Ball
In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines the contrasts between US and Asian stock markets, considers the impact of agentic AI and highlights resilience in the UK market. This piece also touches on the recent events in the Middle East.
Alarums and excursions
It is often said that January sets the scene for the rest of the year when it comes to the markets – will the same hold true for 2026? Our European Strategist, Jeremy Batstone-Carr, examines key economic and geopolitical events from the last few weeks, before looking ahead to the coming months.
Investment Strategy Quarterly – January 2026
In our first Investment Strategy Quarterly of 2026, we examine the continued demand for electricity, optimism for the bond market, the importance of selectivity in equities, plus the potential risks and opportunities for the year ahead.
The year that was
In the last Monthly Market Commentary of 2025, our European Strategist, Jeremy Batstone-Carr, looks back over a year of hard-earned returns as he reviews the various challenges investors have had to navigate.
Autumn Budget Newsletter 2025
Our Autumn Budget Newsletter breaks down the Chancellor’s Autumn Statement, outlining its impact on individuals. Read an in-depth analysis on the following areas, plus more:
- Personal allowances for individuals and savers
- Considerations for estate planners
- Points for business owners
- Salary sacrifice changes
- Pensions
UK growth hits a wall — What it means for portfolios, the Bank of England and the Chancellor
At Raymond James, Water Street, we believe that clarity in policy and macro-conditions is essential for effective wealth management. The latest UK GDP figures reinforce a growing narrative of stagnation — and carry clear implications for clients’ portfolios, investment strategy and the broader UK outlook.
Reimagining family holidays
A guide for adult children planning travels with parents.
When you think about your childhood, do fond memories of family holidays flood your mind? There’s been a resurgence of family holidays – multigenerational trips where parents, adult children and even grandchildren plan an adventure together.
The Family Travel Association recently found that more than 50% of parents are planning trips that include both their children and their own parents. Planning a multigenerational trip isn’t without its challenges, as it requires taking a variety of ages, preferences and other factors into account.
But it’s well worth the effort – resulting in memories your family will cherish forever.
Reimagining retirement
Live the life you’ve earned – on your terms
As professionals, we spend decades building careers, meeting deadlines and delivering results. But when the structure of the 9-to-5 fades, what replaces it? A well-considered lifestyle plan can be just as vital as a pension strategy.
Before you settle into a routine of tea and tv, let’s discuss how to make your golden years truly golden.
Is AI a financial bubble?
This edition of Monthly Market Commentary examines whether the rapid rise of Artificial Intelligence is fuelling a financial bubble. It explores the hype, the risks and the reality, with lessons drawn from the dot-com boom and the Global Financial Crisis to help investors assess today’s AI-led market dynamics.