Insights

The fourth quarter got off to a strong start. Solid economic and corporate earnings results in the United States provided a tailwind for global stock markets – while a tentative trade truce between the United States and China added to the optimistic mood in the market.

Learn more Global Asset Allocation Team Market Update – November 2025

The UK Government has positioned housing development as a cornerstone of its economic growth strategy. Recognising that effective spatial planning is essential to unlocking new housing supply, it has taken decisive steps to implement policies that actively promote construction.

Learn more Making Space: The Case for Institutional Investment in Residential Land Planning

Financial markets ended the third quarter on a solid note.

Learn more Global Asset Allocation Team Market Update – October 2025

The UK Government has positioned housing development as a cornerstone of its economic growth strategy. Recognising that effective spatial planning is essential to unlocking new housing supply, it has taken decisive steps to implement policies that actively promote construction.

Learn more Making Space: The Case for Institutional Investment in Residential Land Planning

In August, investors welcomed a dovish-leaning message from Federal Reserve Chair Powel at his Jackson Hole appearance – where he pivoted his focus towards downward risks to the labor market versus upside risks to inflation.

Learn more Global Asset Allocation Team Market Update – September 2025