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Peter Geikie-Cobb is our Head of Investment Research. With a 35 year career in Financial Services as a former bond fund manager and multi-asset investment manager, he is able to bring clarity to the noise we read in the headlines.

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Market Update James Montgomery Market Update James Montgomery

January 2025

Once Again, Beware the Headlines (4 min read)

Over the last few weeks, the UK media has been on the attack over the sustainability of Rachel Reeve’s fiscal policy. The c£10bn wiggle room the chancellor left in her October budget has all but evaporated and to balance the books she needs either to cut public spending or increase taxation.

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Autumn Budget

The £40bn tax raise (2 min read)

After four months of an information vacuum, which had been filled with all sorts of speculation, surrounding the new government’s economic policy – the UK stock market has flat lined during this period – Rachel Reeves delivered her tax and spend plans in today’s budget.

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Market Update James Montgomery Market Update James Montgomery

PM’s Speech

The Prime Minister's Rose Garden Speech (3 min read)

Sir Keir Starmer delivered a gloomy economic outlook in his speech this week. This came across as being rather political. There is significant uncertainty around the new government’s fiscal/tax and spend regime and we will not get a firm handle on this until the 30th October budget and, until then, media speculation will...

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