Market commentary
Weekly Market Commentary
Our latest Weekly Market Commentary explores the key themes shaping the week ahead.
The Monthly Edit
We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens.
The Quarterly Edit
Welcome to the Q2 2026 edition of The Quarterly Edit. This issue brings you the latest insights and contributions from our team, reflecting on a quarter in which our focus continued to be on keeping a balanced and diversified approach.
Podcasts
The UK savings conundrum - 11/09/2026
In this latest podcast episode, Will Hobbs sits down with Karen Ward, Chief Market Strategist at J.P. Morgan Asset Management, to explore the factors behind the UK's excess household savings and what can be done about it.
Featured article
Market heatwave - 04/08/026
The Dotcom boom offers important lessons for today's AI era. While investors correctly recognised the transformative power of the internet, many misjudged where the value would ultimately be created. As AI develops, diversification remains key, helping investors navigate uncertainty while maintaining exposure to long-term growth opportunities.
Media Appearances
Will Hobbs on CNBC Europe Early Edition - 06/07/2026
Will is on from 4:00 to 12:00 minutes.
Featured article
The King of the North - 23/06/2026
As widely expected, Prime Minister Starmer’s accident prone time at the top dribbled to a conclusion this week. At the time of writing, Andy Burnham, former mayor of Manchester, is the heir apparent. Admittedly, a nano-second is now a long time in British politics. Nonetheless, the King of the North’s selfie with much of the parliamentary party (including the current Chancellor) behind him in Westminster suggests he has the numbers.
Featured article
The future of work- 15/06/2026
Humans evolved unique imagination, collective knowledge, and empathy; despite AI advances, diverse individuality and shared intelligence ensure human workplace value.
Featured article
Investing in technological change - 05/06/2026
The relationship between innovation and investment returns is often misunderstood. Some will simply look at certain types of companies as the beneficiaries, or perhaps the instigators of, innovation. The technology sector, and some of the sub-sectors within, tend to be very popular of course. We look at some of the ways that this has been wrong in the past…
Featured article
The importance of competition - 28/05/2026
Competition has driven economic progress, but tech giants and China’s rise challenge traditional measures based on consumer prices. Winner-takes-all markets are concentrating power, potentially limiting innovation and productivity. While new technologies may decentralise influence, uncertainty remains, making adaptable regulation and diversified investing essential for navigating a transforming global competitive landscape.
Start your journey with Brooks Macdonald
Request a callback
We'll reach out to learn about your circumstances, goals and financial needs. Use the link below to request a no-obligation conversation.
Contact us
Call us on: 020 7499 6424
or email us at: [email protected]