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Client Blog
This profile of our CEO Charlotte Ransom appeared in The Sunday Times on Sunday 23rd February, 2025.
As part of our ongoing commitment to optimising performance for our clients, we periodically review and adjust our portfolios’ strategic allocations to reflect changing market dynamics and economic conditions for our longer-term views. As one of the key decisions of our latest review, we have increased our US equity exposure across our portfolios – and in a way that makes us more diversified and better equipped to adapt to these changes.
In many ways markets in 2025 have started in the same vein as 2024 ended. Equity markets are pushing higher, amid relentless political noise usually driven by events in the US. Bond markets are finely balanced between the dual concerns of future growth and stubborn inflation rates. However, an important consideration against the 24/7 news spin-cycle is that surveys continue to suggest that people have more confidence in their own financial prospects than in the wider picture.
If you are going through a divorce, financial planning might not be the first thing on your mind. It’s a challenging and emotional process, where your everyday routines and plans will be thrown upside down. However, as a major life event it’s a critical time to take stock of where you are and you might find that by reviewing your position and planning for the future you get some clarity on other difficult decisions that need to be made.
President Trump assumes office this week as the 47th President of the US. All the indications are that he will hit the ground running, with a host of new executive orders. Since his victory in November, the reaction among business and in the US financial markets has been positive. In contrast, outside of the US, there has been concern, focused primarily on his tariff policy.
Each year the Financial Times publishes the results of their start of the year survey of economists regarding the British economy. My responses are shown below.
In 2024 we again helped to put things in context by writing about the investment, financial planning and economic themes that matter to people – and to help them to make better financial decisions. The articles below are among those that have been read and shared the most.
What is driving the outlook for interest rates, and how is this likely to unfold? One of the characteristics of the last year has been the extent to which there have significant swings in expectations about policy rates, driven largely by events in the US but echoed elsewhere.
China's economic landscape has undergone a profound transformation over the past few decades. Once defined by rapid industrialisation and export-led growth, the nation now faces structural adjustments, demographic shifts, and rising geopolitical pressures. The COVID-19 pandemic exposed vulnerabilities, particularly in the property sector, and policymakers are working to stabilise growth through a mix of monetary and fiscal measures.
This column by our chief economic strategist Gerard Lyons appeared in The Times on Wednesday 20th November, 2024.
Team Contributors
Gerard Lyons
Matt Conradi
Iain Barnes
Simon McConnell
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