Market insights
Latest news
- Insight
Investment Outlook: Balancing the West Side Story with the East Side Story
A monthly round-up of global markets and trends
- Insight
Keep calm about equity valuations and carry on investing
History shows that valuation extremes can persist for years
- Insight
De-dollarisation: diversification, not disruption
The US dollar’s role as the world’s primary reserve currency has been increasingly called into question, but in our view, it is unlikely to lose its status anytime soon
- Insight
Reasons to be cheerful part 3: Are global carbon emissions peaking?
The reduction in carbon emissions may be difficult to achieve, but the energy transition appears to have some underlying momentum
- Insight
Could Trump influence the Fed from within?
President Donald Trump’s chance to replace Fed Governor Adriana Kugler opens the door to a strategic reshaping of the central bank’s leadership, but it could also politicise monetary policy, unsettle markets, and challenge the Fed’s independence
- Insight
Investment Outlook: Who let the doves out?
A monthly round-up of global markets and trends
- Insight
Trump tees up a US-EU trade agreement at Turnberry
Escalating tariffs between Europe and America appear to have ended now that a new deal has been struck between President Donald Trump and European Commission President Ursula von der Leyen. But will markets favour it?
- 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
- Insight
Balancing gilt market risks
Gilts can play an important role as a portfolio diversifier but there are certain areas of concern worth noting
- 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
- Insight
Investment Outlook: Back to the future with fundamentals
A monthly roundup of global markets and trends
- Insight
Investment Outlook: The US president is for turning
A monthly roundup of global markets and trends
- Insight
Bouncebackability of equities
History shows that the S&P 500 recovers quickly from short, sharp sell-offs
- Insight
Investment Outlook: Europe has woken up to the “America First” agenda
A monthly round-up of global markets and trends
- Insight
Investment Outlook: Equities swipe left on Trump’s tariff threats
A monthly round-up of global markets and trends
- 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
- 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
- Insight
Investment Outlook: Picking 'Top Trumps' in 2025
A monthly round-up of global markets and trends
Latest events
- 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.
- 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.
- 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.
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