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Insights

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Market Update - November 2025

The UK Autumn Budget in November introduced significant tax rises and extended freezes on income tax bands, expected to generate substantial revenue but impact consumer spending. The FTSE 100 remained resilient, edging closer to 10,000, whilst the labour market showed […]
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Market Update - October 2025

Global markets continued to make steady progress through October, with stock market indexes around the world reaching new record highs. Investors have been willing to look past some mixed economic data, encouraged by signs that inflation is easing and expectations […]
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Market Update - September 2025

Global markets continued to deliver strong growth in September, most notably in the US, UK and Asia. Many indices reached record highs - riding on positive indicators, such as decisions by central banks. However, concerns over public finances (e.g. the […]
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Market Update – August 2025

Market indices have been reaching new highs across the world. Investors are taking comfort in many encouraging economic signs in the UK. The UK economy is facing challenges, however, including rising inflation and questions over interest rates and future fiscal […]
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Market Update – June 2025

June has been heavily defined by geopolitics, with the Israel-Iran conflict fuelling volatility in the commodity markets. Closer to home, interest rates have been shifting in developed countries, and the UK Chancellor delivered an important spending review, which could signal […]
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Market Update – May 2025

Markets have largely recovered from the initial panic over the “Trump tariffs” in April, with many indices now rallying to all-time highs. However, investors remain worried about whether trade disruption will return over the summer (as the 90-day “pause” on […]
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Market Update - April 2025

April was challenging for investors as equities and US Treasuries fell in response to President Trump’s new tariff regime. The UK struggled as economic forecasts were downgraded and consumer confidence fell. The eurozone showed resilience amidst trade tensions with the […]
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Market Update - January 2025

January has been full of key events that could define 2025. The UK faces muted growth in the months ahead, with questions hanging over the government’s legitimacy and tax agenda as the Spring Budget approaches. Markets have been volatile following […]
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Market Update - December 2024

December has been a quieter month in the global stock market. The FTSE 100 has been relatively stable in the UK, whilst the US stock market has climbed due to greater optimism from the presidential election. In Japan, the Nikkei […]
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Market Update – November 2024

November has been heavily defined by events in the US, particularly Donald Trump’s winning the presidential election. Currency markets have shifted in response. Additionally, the impact of the UK’s budget has been affecting economic forecasts, public opinion and investor sentiment. […]
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Market Update – October 2024

The UK economy and markets (e.g. gilt investors) are starting to digest the Autumn Statement, where a host of tax rises have been announced. CPI inflation is down for September, bringing more optimism for a further interest rate cut by […]
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Market Update – September 2024

There is a famous adage: “Time in the market is better than timing the markets.” Yet, what does this mean? Is it true, and if so, why do investors still attempt the latter approach? Below, our Grantham financial advisers make the case for “time in” the markets.
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