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Market barometer: March 2025

Each month our investment team provide a macro outlook into global investment markets.

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How to capture the AI trend, without getting caught out

How do we identify ‘quality’ shares in information technology and AI? Our latest article looks at how we invest in quality companies at a reasonable price, tilting our positions away from recent market favourites. 

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Spring into action: rethink your cash assets today

With spring around the corner, is now a timely opportunity for UK charities to reassess their cash management strategies? 

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Consumer choice with Charlotte Ryland and Joe Hawkes

In the third of a series of three podcasts, Charlotte Ryland, Head of Investment and Joe Hawkes, Deputy Head of Investment, talk to Portfolio Adviser about our exposure to financials and how they fit into a quality portfolio.