Economic Outlook and Market Commentary As we reach the halfway point of 2026, the first half of the year has continued to surprise investors. Geopolitical tensions persist, with limited resolution surrounding Iran, Israel and the US, and restricted shipping through the Strait of Hormuz continuing to weigh on oil and Read More >>
Economic Outlook and Market Commentary There are certain periods where the conviction in our investment philosophy is affirmed even more strongly than usual. This most recent quarter is one. The first three months of 2026 have highlighted the fact that no one can predict what will happen in the markets. Read More >>
Games. Online or good old fashion board games. Whatever your predilection, you might be forgiven for thinking they are simply an escape from reality. But, could these interactive, imaginary worlds actually be training a generation of smart decision makers to improve their investment success? We’re advocates of passive investing, a Read More >>
Economic Outlook and Market Commentary 2025 really did seem to go by in the blink of an eye. The year was filled with events that few could have predicted, from trade wars to an Oasis reunion; it feels like each twist was less expected than the next. Despite a year Read More >>
Economic Outlook and Market Commentary It feels as though the year has sped away from us once again. After a summer of balmy temperatures, clear skies, and plenty of vitamin D, it is rather disappointing that September brought grey skies and torrential rain. Perhaps it is a slight case of Read More >>
Welcome to the first in a new series of blogs, in which we learn more about what makes our planners tick. We’re kicking off with a deep dive into the career history to date of our motorbike loving managing partner, Martin Birch. Academic achiever I enjoyed school – being good Read More >>
Economic Outlook and Market Commentary Summer is finally here. Around the country, there is a chorus of bottle corks popping and barbecues sizzling as we Brits enjoy the rare few sunny days of the year. However, the second quarter of 2025 has tried to metaphorically rain on the world’s collective Read More >>
We have just returned from our inaugural Belmayne residential. Yes, we rallied the troops and jetted off to the Isle of Man for three days of fun and adventure! If the thought of 72 uninterrupted hours with your colleagues fills you with horror, you clearly don’t work at Belmayne! I Read More >>
Economic Outlook and Market Commentary Well, the first quarter of 2025 has shown that a great deal can happen in just 90 days. Summarising the start of the year across the investment and economic landscape has been a daunting task. A sense of uncertainty has been echoed across the markets, Read More >>
Economic Outlook and Market Commentary One for the history books How is 2025 here already? Perhaps the best place to begin this review is by looking at how the Wall Street expectations for 2024 held up to reality. As always, Bloomberg1 did the hard work, collating the predictions of the Read More >>
