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Market insights

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Latest news

  • Shanghai (1)
    Insight

    Investment Outlook: Balancing the West Side Story with the East Side Story

    A monthly round-up of global markets and trends

    Daniel Casali Investment management
    by Daniel Casali

    04 Sept 2025

  • stockmarket
    Insight

    Keep calm about equity valuations and carry on investing

    History shows that valuation extremes can persist for years

    Daniel Casali Investment management
    by Daniel Casali

    01 Sept 2025

  • US Dollar Depreciation 1920X1080 Jan 23
    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

    Rob Clarry Associate director
    by Rob Clarry

    20 Aug 2025

  • Windfarm
    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

    Katrina Brown
    by Katrina Brown & Mattia Taboga

    08 Aug 2025

  • us-federal-reserve
    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

    Daniel Casali Investment management
    by Daniel Casali

    07 Aug 2025

  • Dovish
    Insight

    Investment Outlook: Who let the doves out?

    A monthly round-up of global markets and trends 

    Daniel Casali Investment management
    by Daniel Casali

    01 Aug 2025

  • Donald And Ursuala
    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?

    Daniel Casali Investment management
    by Daniel Casali

    31 Jul 2025

  • 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

  • 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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