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Market insights

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Latest news

  • Magnificient Seven
    Insight

    Keeping up with the Magnificent Seven

    Despite recent volatility, the ‘Magnificent Seven’ tech giants continue to dominate market dynamics - driven by structural earnings strength, AI momentum, and deep-rooted innovation

    Daniel Casali Investment management
    by Daniel Casali

    29 Jul 2025

  • Reeves
    Insight

    Balancing gilt market risks

    Gilts can play an important role as a portfolio diversifier but there are certain areas of concern worth noting

    Daniel Casali Investment management
    by Daniel Casali

    15 Jul 2025

  • Chameleon (1)
    Insight

    Darwinian firms adapt to tariffs and lift stocks higher

    Despite tariff increases companies have shown remarkable adaptability by making dynamic changes to preserve earnings and shareholder value

    Daniel Casali Investment management
    by Daniel Casali

    10 Jul 2025

  • Fed Reserve Interest Rate Concerns Mar 23
    Insight

    The Apprentice: Fed chair episode

    President Donald Trump's pick of Fed chair may result in a more politically responsive and potentially looser monetary stance

    Daniel Casali Investment management
    by Daniel Casali

    04 Jul 2025

  • European Equities
    Insight

    Navigating growth and risks in the European market

    Europe has had its fair share of challenges in the past but it's becoming increasingly appealing for investors as fiscal conditions improve and market valuations remain attractive 

    Rachel Williams Investment management
    by Rachel Williams

    04 Jul 2025

  • Retail Shopping
    Insight

    Investment Outlook: Fending off the “Panicans” with stimulus and spending

    A monthly roundup of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    01 Jul 2025

  • Trump 2000X870 (1)
    Insight

    Debt, deficits and the ‘One Big Beautiful Bill Act’: putting rising bond yields into context

    The new bill could impact the bond and equity markets which highlights the importance of a well-rounded investment strategy and portfolios that can endure a range of economic scenarios

    Rob Clarry Associate director
    by Rob Clarry

    27 Jun 2025

  • Oil Ship
    Insight

    Israel-Iran conflict: Another proxy war has begun

    The decision to strike Iran's nuclear infrastructure has created a series of risks, but portfolios can be positioned to deal with uncertainty

    Daniel Casali Investment management
    by Daniel Casali

    23 Jun 2025

  • Cash And Cautious IFA
    Insight

    Maximising cash savings for clients: Are there alternative options to bank accounts?

    The Evelyn Partners Cash and Cautious Bond Portfolio can offer competitive returns tailored to your clients’ needs

    Ian Kenny Investment management
    by Ian Kenny

    17 Jun 2025

  • Index MPS
    Insight

    What sets Evelyn Partners’ Index MPS range apart from other index investment products?

    Evelyn Partners’ Index Managed Portfolio Service (MPS) combines various index tracking funds to create diversified portfolios, benefiting from active asset allocation while maintaining low costs

    People Icon
    by Dan Caps

    16 May 2025

  • Volatility Spring 25. Mobile No Text
    Insight

    Investment Outlook: Back to the future with fundamentals

    A monthly roundup of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    03 Jun 2025

  • Uturn (1)
    Insight

    Investment Outlook: The US president is for turning

    A monthly roundup of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    02 May 2025

  • Bouncability
    Insight

    Bouncebackability of equities

    History shows that the S&P 500 recovers quickly from short, sharp sell-offs

    Daniel Casali Investment management
    by Daniel Casali

    24 Apr 2025

  • America And Europe
    Insight

    Investment Outlook: Europe has woken up to the “America First” agenda

    A monthly round-up of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    01 Apr 2025

  • Trump 2000X870
    Insight

    Investment Outlook: Equities swipe left on Trump’s tariff threats

    A monthly round-up of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    05 Mar 2025

  • Trench Image
    Insight

    Investment Outlook: Challenging times in government bond markets

    Recent bond market volatility shows investors struggling with inflation, interest rate and US debt risks. Despite strong equity fundamentals, diversifying portfolios with gold could protect against market downturns

    Daniel Casali Investment management
    by Daniel Casali

    03 Feb 2025

  • Hawkish
    Insight

    BoE and Fed poised for hawkish shift in 2025

    Our latest Macro and Market Trends Report delves into the latest data collated over the previous month, analysing what these trends mean for future economic growth, market expectations and your portfolio

    People Icon
    by The Evelyn Partners team

    09 Jan 2025

  • Us Dollar And Graph
    Insight

    Investment Outlook: Picking 'Top Trumps' in 2025

    A monthly round-up of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    08 Jan 2025

Latest events

  • Gettyimages 1182856481
    Event

    Introducing Index Managed Portfolio Service (IMPS)

    Watch our webinar, where we discuss our Index Managed Portfolio Service and how it can help meet your clients’ needs. For Professional Advisers only, not for use with clients.

    08 Jul 2025

  • Shutterstock 2169540177
    Event

    Evelyn Partners ‘Cash & Cautious Bond Portfolio’ - A portfolio for clients looking for an alternative to cash

    Support your clients' goals with an alternative solution to cash.  For Professional Advisers only, not for use with clients.

    02 Jul 2025

  • Gettyimages 1157934738 WEB (1)
    Event

    Understanding the FCA’s requirements for supporting vulnerable clients

    Register for Understanding the FCA’s requirements for supporting vulnerable clients. Find out more about how this sensitive yet important subject is relevant to your business.

    11 Jul 2024

This information is for UK residents only.

If you are a US-connected client of Evelyn Partners, see our US website.

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