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Q4 2025 HOUSE REPORT
A FOCUS ON QUALITY
Our latest House Report sets us up for the final stretch of 2025 – a period that may yet define how we look back on the year as a whole.
Markets since April have largely been dominated by the share prices of lower-quality companies, particularly in areas such as unprofitable technology and “meme” stocks. We believe this is on course to reverse, bringing our commitment to quality back into favour.
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UK Budget Review – Spend now, tax later
Labour’s budget will expand public spending and taxes significantly for a second straight year. It is a missed opportunity for more substantial reform. Many of the targeted measures – higher taxes on pensions, dividends and savings – disincentivise investment and run counter to the government’s long-term objective of...
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Six Minute Strategy: Can global earnings continue to defy gravity?
After what had been an almost uninterrupted bull run across global equity markets following President Trump’s ‘Liberation Day’ speech on 2 April, markets have finally paused for breath.
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Mind the gap - not fiscal but productivity
We believe that Labour’s plans for the UK economy lack vision, ambition and speed. It is fixated on budget arithmetic, but fiscal rules alone...
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Out of scope, out of mind: rethinking carbon accounting
Decarbonisation strategies must be rooted in market fundamentals not carbon footprinting. Emissions scopes are good for measurement but not for management.
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Smarter consumption and the shifting balance of power in retail
Our Evolving Consumption theme examines how shopping habits change as generations, culture, and technology shift...
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Optimism for equities and a focus on quality
Global equity markets pushed higher again in the third quarter of the year, their sixth consecutive positive month (when measured in US dollar terms)...
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