Our Roadmap this month is on investing in emerging market equities. These include a diverse array of countries, unified to some extent as having lower per capita incomes and...

February 2025: Investment Roadmap

January 2025: Investment Roadmap
The special feature this month is on US exceptionalism, and the extended period of outperformance of US equities since the 2008 crisis. This has persisted across a wide range...

December 2024: Investment Roadmap
The main article examines whether UK retail investors may be distorting the gilt market. Gilts are not subject to capital gains tax for individual investors. After the financial crisis,...

February 2024: Investment Roadmap
The key feature of our February Investment Roadmap is the UK equity market, and we explore some longer-term reasons for its subdued performance. We also summarise our latest market...

January 2024: Investment Roadmap
Our January Investment Roadmap sets out our investment views for 2024. Last year, returns to many asset classes were strong, but largely achieved in the final few weeks of...

Podcast: In Conversation with William Russell, Lord Mayor of the City of London
In this conversation, Richard and the Lord Mayor discuss the opportunities and challenges facing the City and the unique challenge of holding office through both Brexit and the pandemic....