Investor Insight Spring 2018

The latest quarterly market commentary is now available. After an almost perfect year for returns in 2017, markets were ripe for a correction and increased volatility, and this came in spades in Q1. Download to read more or watch the video.

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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.

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Spring Statement 2018

Read our summary of the highlights of the Chancellor's latest statement.

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Financial wellbeing

Financial wellbeing

The missing piece of wellbeing strategies

We are proud to partner with the CIPD to explore financial wellbeing in the workplace, from both employer and employee perspectives. Click below to find out more about the costs of poor financial wellbeing and what you can do about it.

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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

  • Interesting times

    23 Nov

    t’s feeling better. Following a significant sell-off in August, the market rallied in early September and then saw another drop. We viewed the turbulence as an overdue market correction – part and parcel of investing in financial markets – not as the beginning of a global bear market.

    Full story
  • Child's play: investing for the next generation

    23 Nov

    Research suggests that adult money habits are set by the age of seven. How did your own upbringing shape your approach? I was lucky: my father worked in finance, and my mother was stock market and savings obsessed. When I was five or six, she took me on a visit to the City – I remember watching the trading on the old Stock Exchange.

    Full story
  • How Close Brothers gave power back to the regions

    23 Apr

    Almost a year into the role, Close Brothers Asset Management head of wealth management Andy Cumming has highlighted three keys areas of focus as he looks to position the business in an ever-evolving industry.

    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

Market responses

Our timely responses to the latest market happenings.

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