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...

Investment Letter Q2 2026

We entered the quarter in the throes of an unexpected conflict between the US, Israel and Iran, with both bond and equity markets moving in lockstep with the oil price: the most visible barometer of the potential disruption to the global economy. Quickly, though, the...