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Portfolio and Market Review: 1st Quarter 2026

Martin Birch–Market Reviews–

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 >>

Where In The World?

Alex Napier–Blogs, Provide–

Given the precarious state of international affairs, we financial advisers would be fools to try and predict how the markets will react. Yes, we might have opinions on the state of the financial landscape, but trying to work out which asset classes will top the charts is a little like Read More >>

Designated Members: David Bashforth FPFS, Jon Stevens APFS, Ben Smalley APFS and Martin Birch FPFS MCSI.
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