News & Insights

James Timpson, Head of Asset Management and Fund Manager, and Jake Reynolds, Asset Management Director, are back to run through the major investment moves that happened during the third quarter of 2025. We touch on funds, gold prices, the FTSE 100, ongoing geopolitical hurdles and the strongest returns we’ve seen across the period.

James Timpson (Head of Asset Management and Fund Manager) explains the main topics affecting investments last month, as well as how the UK’s GDP has grown, and some of the changes we’ve made to our funds

James Timpson (Head of Asset Management and Fund Manager) is back to run through what’s been happening in the market, including the fact that the FTSE100 surpassed the 9,000 mark for the first time. Plus, he explains how the Investment Team review and choose stocks that make up the fund portfolio.

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?