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Autumn 2026 "Budget on a Page"

Key tax changes from the UK Autumn Budget 2026 covering income tax, CGT, and other…

Latest Articles

India - The Investment Case

Roger Hirst and Sulabh Jhajharia explore India’s investment case after a 30-year relative de-rating, with…

A Quality Offering?

Quality stocks face pressure from higher bond yields. Explore why a peak in yields could…

The FTSE 250's Time To Shine?

FTSE 250 Underperformance Hints at Value Opportunity and Turnaround Potential

Non-US Leadership And The Debt Supercycle

Roger and Peter on non‑US equity strength, a non‑crash sell‑off and the guiding Debt Supercycle

Not The 1970's REDUX

UK Inflation Above Trend But Far Below 1970s Levels

Matt Finch named as one of the 2025 PAM NextGen Leaders

Matt Finch wins PAM award

Conflicting Confidence Levels

UK Manufacturing Weakness vs Consumer Resilience May Reverse in 2026

Is US Exceptionalism Waning?

US exceptionalism has driven rich valuations, but stretched premiums make diversification vital

A Spring Stagflation?

UK Stagflation Risks Rise as Growth Stalls and Inflation Picks Up

Dollar Down, All Else Up

Weaker Dollar Could Spark Emerging Market Equity Rally

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