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Q4 2025 HOUSE REPORT
A FOCUS ON QUALITY
Our latest House Report sets us up for the final stretch of 2025 – a period that may yet define how we look back on the year as a whole.
Markets since April have largely been dominated by the share prices of lower-quality companies, particularly in areas such as unprofitable technology and “meme” stocks. We believe this is on course to reverse, bringing our commitment to quality back into favour.
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Mind the gap - not fiscal but productivity
We believe that Labour’s plans for the UK economy lack vision, ambition and speed. It is fixated on budget arithmetic, but fiscal rules alone...
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Out of scope, out of mind: rethinking carbon accounting
Decarbonisation strategies must be rooted in market fundamentals not carbon footprinting. Emissions scopes are good for measurement but not for management.
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Smarter consumption and the shifting balance of power in retail
Our Evolving Consumption theme examines how shopping habits change as generations, culture, and technology shift...
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Optimism for equities and a focus on quality
Global equity markets pushed higher again in the third quarter of the year, their sixth consecutive positive month (when measured in US dollar terms)...
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Ethical conundrums for charity investors
As we move towards a more fragmented, multipolar world, charity investors continue to face the dilemma of aligning their financial goals with their charity’s values, purpose, and the interests of their wider stakeholders....
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Six Minute Strategy: In the age of froth, quality is the new courage
This year’s rally in global equities has been fuelled by earnings largely unaffected by the US tariff agenda. World equity earnings are forecast to rise by around 13% for the year ahead with dividend growth set to top a robust 10%. US share buy-backs have been running at...
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