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Weekly Market Review - 14 September 2026
Global equities pulled back amid rising energy prices on the back of increased geopolitical tensions in the Middle East. Domestic economic signals largely took a backseat, as we saw Brent Crude oil prices climb towards US$110/barrel. US: Rising energy prices weigh on US equities; however, Tech sector proves resilient US equities ended the holiday-shortened week lower as escalating tensions in the Middle East pushed energy prices higher, reigniting inflation concerns and weigh
Stefan Lubek
5 days ago6 min read


How Much Can You Take From Your Pension Each Year?
There is no single right answer. The people most worth listening to on this question are usually the ones who say so first. The figure that appears in most general guidance is somewhere between three and four percent of the pension pot a year, indexed to inflation. The figure that makes sense for any particular household varies materially with age at the point drawdown starts, the size of the pot relative to other assets, life expectancy, the income shape that will actually b
Stefan Lubek
Sep 1010 min read


Weekly Market Review - 7 September 2026
Global equities were mixed for the week as investors weighed renewed geopolitical tensions in the Middle East against better-than-expected economic data. US and UK equities proved more resilient, while Japanese equities lagged on expectations of a near-term increase to interest rates from the Bank of Japan. US: Investors weigh strong economic data against rising geopolitical tensions U.S. equity markets finished the week broadly unchanged, with the Nasdaq posting modest gains
Stefan Lubek
Sep 77 min read


September 2026 Market Update - Global stock markets reach new highs
Strong corporate earnings and improving economic signals supported equities in August, despite uncertainty over inflation, interest rates and the Middle East. Earnings support markets. Despite heightened tensions in the Middle East, global stock markets remained resilient. US indices hit record highs in August, supported by strong technology earnings and continued optimism around AI. However, gains faded later in the month as comments from the US Federal Reserve (Fed) raised
Stefan Lubek
Sep 34 min read


Weekly Market Review - 24 August 2026
Global equities came under pressure on the back of rising bond yields and renewed Middle East tensions. The UK market’s more defensive characteristics and increased Energy sector exposure led it to outperform peers. US: Rising bond yields dents investor sentiment US equities moved lower over the week as rising bond yields, renewed tensions in the Middle East and weakness in AI and semiconductor stocks weighed on sentiment. Concerns around government borrowing, corporate debt
Stefan Lubek
Aug 244 min read


Weekly Market Review - 17 August 2026
Markets were mixed last week as softer US inflation and strong gains in Japan helped support sentiment. However, weaker consumer data, higher-for-longer rate expectations, geopolitical uncertainty and continued growth concerns in China, kept investors cautious. US: Softer inflation print helps reduce fed hike expectations as consumer spending weakens U.S. markets ended the week mixed as investors weighed easing inflation and reduced expectations of a near-term Federal Reserve
Stefan Lubek
Aug 175 min read


August 2026 Market Update - Markets remain resilient despite global uncertainty
Global markets weathered renewed geopolitical tensions, while central banks kept interest rates on hold. Markets absorb fresh shocks. British share prices hit a new record in July, with the FTSE 100 climbing to an all-time high, supported by strong corporate earnings and gains in energy stocks as oil prices rose. The index reached 10,951 points, beating its previous record of 10,934 set in February this year. Global stock markets were more mixed. Technology shares came under
Stefan Lubek
Aug 73 min read


Weekly Market Review - 03 August 2026
Risk assets remained broadly resilient last week, with gains across major developed markets driven by robust earnings and improving technology sentiment. While concerns remain around inflation, higher bond yields and slowing economic growth. US: Strong corporate earnings support equities as inflation continues to concern and AI related Volatility persist U.S. equities ended the week mixed as investors navigated the Federal Reserve's latest policy decision, geopolitical tensio
Stefan Lubek
Aug 36 min read


What could Andy Burnham's premiership mean for your finances?
The UK has a new Prime Minister, and if Andy Burnham's first speech outside Downing Street is anything to go by, households could be facing one of the most significant shifts in economic policy in decades. Burnham described his arrival in office as a "circuit breaker" moment for Britain, promising a new political and economic model that would reverse some of the trends he believes have held back parts of the country since the 1980s. While detailed policies are still to be ann
Stefan Lubek
Jul 293 min read


Weekly Market Review - 27 July 2026
Global risk sentiment weakens amid AI related volatility, coupled with rising bond yields and ongoing tensions in the Middle East. US: Market retreats as Tech earnings fuel AI return concerns and bond yields climb U.S. markets closed the week on a weaker note, with the Nasdaq leading declines amid investor concerns over the substantial capital being deployed into AI initiatives and uncertainty around future returns. Earnings reports from major technology companies, including
Stefan Lubek
Jul 274 min read


Weekly Market Review – 20 July 2026
Global equities retreated as a sharp sell-off in technology and AI-related stocks weighed on sentiment, while geopolitical tensions and higher oil prices added to market uncertainty. US: Equities decline as Tech & AI related stocks lead markets Lower U.S. equities ended the week lower, with the Nasdaq and S&P 500 leading declines as weakness in large-cap technology and AI-related stocks outweighed generally strong start-of-season bank earnings. Investor sentiment was support
Stefan Lubek
Jul 204 min read


Weekly Market Review - 6 July 2026
Global equities were broadly higher for the week following a softer week last week. European equities performed best, supported by better-than-expected inflation data. Chinese equities lagged amid softness in AI and Tech stocks. US: Labour market shows signs of weakness US equities were mixed over the holiday shortened week, with the S&P 500, Nasdaq and Dow Jones all advancing, while smaller companies lagged. Communication services, financials and consumer discretionary secto
Stefan Lubek
Jul 64 min read


July 2026 Market Update - Europe and Japan lead market gains
Relief over a US–Iran peace framework agreement lifted European, UK and Japanese equities, while falling oil prices eased concerns about inflation and interest rates. Investor confidence returns. European, UK and Japanese equities rose sharply after the US and Iran agreed a framework deal to end the war. European stocks climbed to record highs, while the FTSE 100 reached a two-month high as investors welcomed the breakthrough. US markets were more mixed, with investors rotat
Stefan Lubek
Jul 24 min read


Weekly Market Review - 29 June 2026
Global equities were broadly weaker, with declines in the US, Japan, Europe and China amid a tech driven sell-off. Meanwhile, the UK market outperformed as investors rotated out into value stocks. US: Tech sell-off brings equities under pressure Major U.S. stock indices ended the week mixed, as weakness in large cap technology and AI-related stocks weighed on the Nasdaq Composite and S&P 500, while the Dow Jones Industrial Average and the small-cap Russell 2000 posted gains.
Stefan Lubek
Jun 294 min read


Why advice is important in turbulent times
Political events can move quickly. Leadership changes, elections and major policy announcements often dominate the headlines and can leave people wondering what it all means for their finances. Following the resignation of Prime Minister Keir Starmer, many people will be asking whether they should make changes to their investments, pension or wider financial plans. In moments like these, it can be tempting to react to uncertainty or make decisions based on speculation. Having
Stefan Lubek
Jun 262 min read


Weekly Market Review - 22 June 2026
Global equities moved broadly higher, supported by improving sentiment following the US and Iran agreement. Japan led gains on technology strength, the US advanced despite hawkish signals from the Fed, Europe edged higher, China was mixed on uneven growth, and the UK lagged. US: Equities rise on improving sentiment, despite the Fed signalling higher for longer rates Most major U.S. stock indices closed the holiday shortened week higher, supported by improved sentiment after n
Stefan Lubek
Jun 225 min read


Weekly Market Review - 15 June 2026
Global equities were mixed, as easing geopolitical tensions supported sentiment while inflation pressures and rate hike expectations weighed on markets. European equities performed best, while Japanese equities lagged. US: EQUITIES RISE AMID GEOPOLITICAL OPTIMISM, COOLING INFLATION, AND BROADER MARKET LEADERSHIP Major U.S. stock indices ended a volatile week higher, supported by optimism around a potential U.S.-Iran agreement (announced on Sunday), lower oil prices, and broad
Stefan Lubek
Jun 155 min read


What April 2027 Means For The Pension You Were Going To Pass On
For more than a decade one of the most efficient inheritance most higher earners could leave was their pension. From April 2027 that stops being true. Unused pension funds and most death benefits will be included in the value of an estate for inheritance tax, ending the treatment introduced in 2015 that placed defined contribution pensions outside the estate. It is the largest structural shift to UK personal wealth taxation since the residence nil-rate band was introduced in
Stefan Lubek
Jun 108 min read


Weekly Market Review - 08 June 2026
Global equities were mixed, as AI optimism faded and geopolitical tensions continued to bubble away in the Middle East. Japanese equities fared best, while UK equities lagged due to global trade uncertainty. US: EQUITIES DECLINE AS AI OPTIMISM FADES AND JOBS DATA SURPRISES TO THE UPSIDE Major U.S. stock indices ended the week lower, led by a 4.68% drop in the Nasdaq, with declines also in the Russell 2000 and S&P 500, the latter posting its first weekly loss since March. Earl
Stefan Lubek
Jun 84 min read


June 2026 Market Update: Markets Climb Despite Middle East Conflict
Rising energy costs are weighing on major economies, even as stock markets continue to reach new highs Risk appetite remains strong US stocks climbed to record highs in May despite uncertainty caused by the US-Iran war and elevated oil prices. Global bond yields also rose on concerns that higher energy costs could force central banks to keep interest rates higher for longer, before easing towards month end. Equities were supported by optimism surrounding a potential peace dea
Stefan Lubek
Jun 54 min read
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