Insights and Events
Recent Insights
Determining the right investment risk for your portfolio
The rise of 'finfluencers' is reshaping how people approach investing. While these social media experts can make financial matters seem straightforward, their advice and ‘do it yourself’ investing may not always be suitable for everyone, Here’s why professional financial advice is crucial for managing investment risk effectively
Dealing with deal fatigue: financial tips for post-business exit planning
Jumping right into big decisions about personal finances after selling a business may not be the best option. We look at how you can structure your finances to provide safety and protection against inflation while you decide what’s next
Spring Statement 2025: What could be in the Chancellor’s forecast?
Chancellor Rachel Reeves has committed to just “one major fiscal event a year to give families and businesses stability and certainty on upcoming tax and spending changes.¹” So, should we dismiss the Spring Statement as a non-event?
The Evelyn Partners Investment Outlook Video: Equities swipe left on Trump’s tariff threats
Equity investors are balancing President Donald Trump's tariff threats against positive fundamentals, along with easing interest rate and inflation risks over the last few years. We look at why Trump's approach may, over the medium-term, help to propel stock prices higher.