News & Insights

James Timpson and Jake Reynolds are back to explain what’s happened in the past three months. We cover how markets had the biggest fall in the past three months due to Trump’s tariffs, but managed to recover, as well as fund performance and how the Investment Team’s still excited about infrastructure.

James Timpson (Head of Asset Management and Fund Manager) talks about UK interest rate rises, how May panned out with the delay in US tariffs and fund performance, and we also highlight the team winning a Citywire award.

Hampered by Germany’s Debt Break, Europe should be looking to drastically up its defence budget, argues Chief Investment Officer, Gary Reynolds. With a focus on manufacturing and increasing European GDP, what does this mean for investing in Europe markets?

James Timpson (Head of Asset Management and Fund Manager) runs us through the roller-coaster of April and how the market faired. This volatility was brought about by US Tariffs and reactions across the world, especially China, but it also gave us access to rebuy cheaper stocks, like Lenovo, into our funds.

We’re looking back with James Timpson and Jake Reynolds at how we got to where we are now, discussing everything from fund performance, Trump’s inauguration and tariffs, to DeepSeek’s launch and its impact on tech stocks.

Markets, investments and Courtiers funds; James Timpson (Head of Asset Management) talks about the results of February 2025 and how Trump’s government is affecting world politics.