Market insights
Latest news
- Insight
Buying the world – the limitations of global tracker funds
Global tracker funds offer low-cost access to international markets, but rising concentration in US tech and elevated valuations pose risks as well as opportunities.
- Insight
UK fiscal rules may not rule OK
Despite efforts to restore credibility, the UK’s fiscal framework is struggling to convince markets. With growth slowing, inflation sticky, and political risks rising, investors may be looking for realism over rigidity
- Insight
Investment Outlook: Continuing the jump into equity markets
A monthly round-up of global markets and trends
- Insight
Be bold for gold: why the rally has room to run
Investing in gold is not without risk, but there are several reasons why it remains a worthy inclusion in portfolios
- 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
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
IFA briefing: key takeaways from the Autumn Budget
The Chancellor has delivered the Autumn Budget, but what does it mean for your client’s investments?
- 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.
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