Macroeconomic factors have continued to influence market sentiment over the quarter. Fund Manager Robin West shares his thoughts on the outlook for UK smaller companies in his latest video update.

In this short video update, Fund Manager Stuart Edwards shares his thoughts on where bond markets are headed and why flexibility is more important than ever.

With generous yields and a changing inflationary backdrop, Co-Head of Fixed Interest Mike Matthews thinks sterling corporate bonds could offer a good investment opportunity.

Votes and valuations: Could political events further strengthen the case for UK equities?

Inflation and the response of central banks was once again a significant influence on markets in the second quarter. However, while the future is always unknowable, Fund Manager Jonathan Brown believes that after a fairly difficult period for the UK economy, and the UK smaller companies’ sector, the outlook is finally looking brighter. Watch his latest video update to find out more.

While China is our largest geographical allocation for many of our portfolios, we believe there are plenty of exciting companies in the wider Asia region.

AI chatbots allow us to interact with technology in smarter ways, but there is a price – the billions that will be invested in the software and the hardware needed. AI will demand ever-greater processing power. One company involved in the AI revolution is California-headquartered Broadcom. Head of Global Equities, Stephen Anness, explains shares his thoughts in this short read.

Equity income funds have fallen out of favour over the past 10 years. The low interest rate and low inflation environment that has prevailed over this period largely benefitted funds tilted towards the growthier and riskier parts of the market. Total returns have been dominated by capital growth (coming largely from price-earnings ratio expansion), with contribution from dividends making up a very small portion of total return…a historical anomaly.