Turn the new tax year into significantly extra income
A new tax year is not just a date on the calendar – it is an optimal chance to earn, save and protect more of your money. Cut your 2026/27 tax bill with these core financial planning considerations.
Monthly markets review – March 2026
Conflict in the Middle East drove market volatility throughout March 2026, as rising energy prices renewed inflation concerns led investors to reassess expectations for central bank interest rate cuts.
Beyond ESG or green labels: The opportunities, limitations and trade-offs
There are widespread claims that ESG investing positively impacts the climate and society – as well as delivers better returns compared with traditional approaches. But do these claims hold up under scrutiny? Professor Alex Edmans reveals where the reality diverges from the rhetoric.
Iran conflict: Stay calm, stay invested
Recent events in the Middle East have understandably unsettled investors. But history consistently reminds us of one thing: investors who stay diversified and ride out volatility are often the ones who come out ahead.
ESG investing: Not one strategy, not one outcome
ESG investing is often dismissed as either a marketing exercise or a guaranteed drag on returns. In reality, performance outcomes depend far less on whether a portfolio is “ESG” and far more on how ESG is implemented.
Monthly markets review – December 2025
December wrapped up 2025 with calmer markets, dovish central bank signals and a strong finish for UK equities – even as underlying economic data painted a mixed picture.
Invest now or wait? Navigating today’s concentrated market
Markets are hitting record highs, but a handful of giant companies are doing most of the heavy lifting. With concentration risk rising and investors wondering whether to wait for a pullback, the real question is: does timing the market ever truly pay?
2025 markets: The year in review
The route through 2025 was not smooth, but the end result has been more resilient than many would have predicted in January.
The role of bonds in multi-asset portfolios
For multi-asset investors, bonds play a critical role in balancing a portfolio by providing both income and diversification. Here, we explore the importance of their contribution.
ETF study: An investor’s guide to a booming market
Every year, so many ETFs are released that it becomes increasingly complex for investors to select the right ones. A new Lumin study provides clarity on the ETF market.
