Our Head of Investments, William Morris, takes a moment to look back at 2025, reflecting on how Weatherbys’ Global Tracker Portfolios performed, and why. He also spends time on a detailed analysis of whether supposedly elevated valuations are a cause for concern, and whether there might be a “bubble” in AI-related stocks.

The US economy has been outperforming expectations, supported by AI-driven investment. Closer to home, growth in Britain and Europe is likely to remain comparatively subdued, though falling inflation should allow central banks to cut interest rates. Our Head of Investments, William Morris, discussed these matters with Paul Dales from Capital Economics.

Ahead of the Budget in November, the Chancellor is widely expected to raise taxes – but which ones, and by how much, are still open to speculation. Meanwhile, the US government has shut down, potentially making life trickier for the Federal Reserve as it tries to cope with a lack of economic data. Our Head of Investments, William Morris, discussed these matters with Paul Dales from Capital Economics.

Now the dust is starting to settle following the Chancellor’s recent Budget announcement, Clare Munro and Nathan Valbonesi from our investment and wealth advice team have taken a closer look at the finer details. The pair discussed the positives – what remains unchanged and new helpful measure, plus challenges posed by new tax raising measures.

Markets have recovered from their initial shock over the extent of President Trump’s tariffs, yet they still hang on his every word. Attention has now turned to the precarious fiscal state of nations on both sides of the Atlantic. Our Head of Investments, William Morris CFA and Paul Dales, the Chief UK Economist at Capital Economics, discuss.

President Trump’s tariffs have markets slumping – what does disrupted trade portend for the world economy? Our Head of Investments, William Morris CFA and Paul Dales, the Chief UK Economist at Capital Economics, discuss.

Is the gloomy outlook for the economy is justified? Will the Chancellor reverse any of the measures from the Budget? What is the outlook is for the US and Europe amidst a changing political landscape? To find out, our Head of Investments, William Morris, CFA, sat down with Paul Dales, Chief UK Economist at Capital Economics.

While it is wise to look forward, it is also prudent to look back now and then. Our Head of Investments, William Morris, CFA, has recorded a succinct eight-minute review of 2024 in which he covers: what drove markets and economies last year; how our Global Tracker Portfolios performed, and why; and whether it is possible to forecast what comes next.

As the anxieties that made the headlines in 2023 fade away, our own Global Tracker Portfolios performed strongly – while others’ excess of caution proved costly. In his latest video, our Head of Investments, William Morris CFA, gives us a succinct review of 2023 – a year dominated by changing views on AI, interest rates and inflation.