Insights
Market Commentary
How could the Autumn Budget affect markets?

Head of Investment Office Jon Cunliffe considers the likely effects of the UK’s Autumn Budget statement on government finances and Gilt markets.

Market Commentary
FTSE 250 vs FTSE 100: A reversal of the usual order

Low short-term interest rates typically mean the more domestically focused FTSE250 market outperforms the more international FTSE 100. Jon Cunliffe explains why the opposite is currently the case.

Insights
AI hyperscalers: recalibration or burst bubble?

Andrew Mann asks whether we are witnessing the beginning of a more serious correction in AI stocks, or simply a necessary pause after a period of rapid growth.