Our Commentaries

We provide regular opinions on the markets in our Quarterly Review, as well as insight and outlook from our planners and advisers. Explore our latest articles here.

Ride it out, and watch for opportunities

Quarterly Review July 2020

Opening up after lockdown may be more uncharted territory but principles of wise investment management remain steady, says David Wheildon.

Read More

Locking down the experience.

Quarterly Review May 2020

Critical global circumstances call on the skills we've always had at our core, says David Whieldon.

Read More

A long-awaited degree of certainty

Quarterly Review January 2020

In many ways we’ve been in limbo for the last few years, implies David Wheildon – but politically there maybe a few decisions made now that point a way forward for the immediate future of the markets.

Read More

Planning for Change keeps the course consistent.

Quarterly Review November 2019

Amid relative market stability during political limbo, preparing for change will help keep us on an even keel.

Read More

Balancing Tensions

Quarterly Review August 2019

Despite some modest growths so far, mixed messages mean we should continue to manage our expectations, suggests David Wheildon.

Read More

Enjoy the sunshine and be prepared for showers.

Quarterly Review May 2019

Spring may seem like welcome respite, but David Wheildon suggests we keep a sensible mindset with political upheavals ahead.

Read More

Business as (un)usual

Quarterly Review February 2019

Nothing is predictable, and this is the new normal, but the global outlook is not a looming disaster.

Read More


Quarterly Review October 2018

David Wheildon believes that, whether political colours change in Westminster or not, sensible management of risk is always in season.

Read More

Weather Eyes

Quarterly Review May 2018

Does the bad weather reflect the ups and downs of the global financial environment or is the barometer steadier than we think, asks David Wheildon.

Read More

A Watchful Eye, A Steady Balance

Quarterly Review February 2018

David Wheildon sees the need for careful balance as incremental developments in the status quo just beginning to emerge.

Read More

Experience reads the weather

Quarterly Review November 2017

David Wheildon reads the economic barometer without complacency in a time of mixed economic weather.

Read More

Inflation, Flux and Fiscal Evolution

Quarterly Review August 2017

A shifting landscape of trends means keeping an careful eye on things, says David Wheildon.

Read More