With the recent changing of the guard in Downing St, which has been a relatively common occurrence in the past decade, the financial media and certainly clients can focus in on what this might mean for their portfolios. This short note sets out the clear separation between what is happening in UK politics and what sensible investing involves.

In this short piece, we look at the recent escalation in the region through a market lens rather than a political one. We outline how markets have reacted so far, why short term movements offer limited insight, and why a well diversified portfolio remains the most robust response to periods of uncertainty.

We often refer to the way we invest as being a systematic approach. By this, we simply mean that we follow a disciplined, rules‑based, unemotional process. This note looks to explain - very simply - what a systematic approach to investing is, and why it is adopted. A systematic process applies to everything from the ongoing review process to the funds populating portfolios.

Happy New Year! In this note, as in previous years, we reflect briefly on 2025, focusing on several themes frequently raised by investors - most notably concerns around the notion of an AI 'bubble'. The article places the past year's market returns within a longer term historical context. We hope you find the insights and accompanying graphics both informative and useful.

We're pleased to share our latest insight: 'The unseen screening process'. While changes to portfolios may not always be frequent or visible, there is a great deal happening behind the scenes to ensure every investment is thoroughly screened and remains best in class. This note offers a look at the rigorous process and attention to detail that underpin our recommendations, and how this helps position your portfolios for long-term success.

We’re excited to share 'Tune Out the Noise', a documentary directed by Academy Award-winning filmmaker Errol Morris. Tune Out the Noise chronicles a group of academics whose groundbreaking research challenged the status quo, helped usher in a new era for investors, and reshaped the way the world views markets. The film features interviews with Nobel Prize-winning economists, financial professionals, and the brain trust behind Dimensional Fund Advisors.