UK Budget Summary

John Healey delivered his first Budget against a challenging economic backdrop, balancing continuing pressure on household finances and energy costs with the need to maintain fiscal discipline. While there were relatively few broad-based tax increases, the Budget...

Investment Letter Q3 2026

As ever the summer months defied their stereotype and provided a huge amount for investors to digest. On the whole, they also proved to be a good period for investing. We take this opportunity to reflect on the recent strength in equity markets and the key factors...

Lincoln Podcast – September 2026

In this episode, Fred Hervey (CIO) and Michael Horsey (Head of Advisory & Portfolio Manager) discuss UK politics, the evolving interest rate environment, and recent drivers of equity market performance. After considering the outlook for UK assets today, the...