Investor Insight - December

2018 has been a difficult year for investors across most asset classes, but we remain cautiously positive about the outlook for 2019. Read our latest market update and outlook for the year ahead.

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Updated for 2018: Retirement planning guide

Financial wellbeing in retirement is important. Download our free guide designed to help you understand your options and start preparing for the retirement you want.

Access the guide

Updated: Inheritance Tax and estate planning guide

We have updated our free guide on IHT: the main exemptions, the reliefs, the importance of making a will and more.

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Latest news

  • Girls just wanna have funds

    25 Jun

    Female professionals who dream of a comfortable and secure future need a financial plan, says Jo Clarke, Northwich Practice Director at Close Brothers Asset Management.

    Full story
  • Investing in health and wellness

    23 May

    In our Socially Responsible Investment service we are looking for sustainable investments that both promote healthier life styles and simultaneously benefit from this trend. It began in earnest with “athleisure” wear. At some point around 2015, meeting your friends in your workout clothes shifted from a sign that you had let yourself go to a new form of virtue signalling. A symbol that you were the sort of person that goes to the gym, gets enough sleep and eats healthily.

    Full story
  • Betting on Beijing will take courage

    29 Mar

    China has made a great leap forward but will its growth continue? Love it, hate it... no investor can ignore it.

    Full story

Investment insights


Weekly Updates

We provide updates to help keep you informed on market movements.

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Monthly outlook

Our monthly outlook looks at what we think will happen in the coming weeks.

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Quarterly insight

Our quarterly insight is a round up of the trends in the market.

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Market responses

Our timely responses to the latest market happenings.

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