Neil's Monthly Updates

To view Neil’s most recent monthly updates, please click on the link below:

February 2026

January 2026

December 2025

Train arriving, symbolizing timely insights

Market Research

Get the latest market insights and trends from our internal research experts.

Market Ethos - 23 February 2026

Earnings going global

It’s anyone’s guess if risk appetites will rise or fall in the coming months, though they’re more likely to fall given they do appear decently high right now.

Read more

Investor Strategy - February 2026

Same themes to start the year

The underlying foundation remains healthy and if the market pulls back enough could create an opportunity.

Read more