investor insight summer

Investor Insight
Summer 2018

The latest quarterly market commentary is now available. At the half-way mark of the year, it's fair to say that 2018 has been a choppy year for markets. 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.

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.

Download the guide

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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