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Latest News & Insights

Improving the outlook now depends on restoring business dynamism

Market Commentary

Improving the outlook now depends on restoring business dynamism

The latest data from the Office for National Statistics (ONS) shows that the UK economy expanded by 0.1% in the three months to December 2025. This modest growth follows falls of 0.1% recorded in both the three months to November and October 2025. The main driver of GDP growth was the production sector, which grew […]

We now think that inflation will fall back to around 2% by the spring

Market Commentary

We now think that inflation will fall back to around 2% by the spring

In its first meeting of the year, the Monetary Policy Committee (MPC) voted to retain Bank Rate at 3.75%. The MPC was split over the decision, with five members opting to hold the rate and four voting to reduce it to 3.5%. A rate reduction was last made in December 2025, so many analysts were […]

China is a vital player on the global stage and it is vital that we build a more sophisticated relationship

Market Commentary

China is a vital player on the global stage and it is vital that we build a more sophisticated relationship

Keir Starmer visited China last week, becoming the first British Prime Minister to meet with President Xi Jinping in eight years. Britain’s relationship with China has been strained over the last decade, but Starmer is one of many European leaders currently seeking to rebuild ties. US President Trump’s policies are causing some uncertainty in Europe; […]

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