Neil's Monthly Updates

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

October 2026

September 2026

August 2026

Train arriving, symbolizing timely insights

Market Research

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

Market Ethos - 28 September 2026

Turning up the heat

Yields are up and markets don’t seem to be bothered, mainly because this yield move is being driven by the good news story of stronger economic growth.

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Investor Strategy - October 2026

Proceed with caution

Despite solid economics and earnings helping to manage higher market yields, are signs of strain starting to show after years of strong performance?

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