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  • Martin Lawrence
    10 April 2025

        5 min

    April monthly investment update - Reflections on March 2025 and a look ahead

    The latest Spring Statement, UK's economic growth, US trade tariffs and their affect on China's economy are all discussed in our latest investment update.

    Financial planning Investments
    Smoothing the way report graphic
    28 March 2025

        4 min

    Think smoothed funds are too complex? In volatile times, recognise the benefits

    Financial intermediaries today are divided on using smoothed funds in their clients’ portfolios, according to a new study from Wesleyan and the Lang Cat. Learn more about the benefits.

    Investments
    Woman in home office sitting at desk looking out window
    27 March 2025

        3 min

    The Spring Statement: What does it mean for finances?

    There are a number of policies announced in the last Budget that are set to come into play. Learn more now.

    Financial planning Investments
    Martin Lawrence standing against map on wall
    12 March 2025

        5 min

    March monthly investment update - Reflections on February 2025 and a look ahead

    From global market reactions to Trump’s trade policies to EU defence shifts and UK economic changes, read our latest investment commentary.

    Financial planning Investments
    Professional male sitting at office desk
    12 March 2025

        5 min

    March monthly market update - Reflections on February 2025

    Strong corporate earnings, interest rate expectations and global trade tensions drive market movements, while inflation and policy decisions add to the uncertainty. Read more now.

    Financial planning Investments
    Martin Lawrence
    14 February 2025

        5 min

    February monthly investment update - Reflections on January 2025 and a look ahead

    Wesleyan’s Director of Investments, Martin Lawrence, discusses the impact world events in January have had on markets and investments.

    Financial planning Investments
    Male professional with laptop and phone looking at papers
    07 February 2025

        5 min

    February monthly market update - Reflections on January 2025

    From Britain’s benchmark share index surge, Europe's interest rates cuts and Trump's tariff hikes, find out more in our latest market update.

    Financial planning Investments
    Professional woman in home office using phone
    20 January 2025

        4 min

    January market update - Reflections on December 2024

    UK share prices made strong gains in 2024 despite persistent inflationary pressures and slower economic growth. Read more in our market update.

    Financial planning Investments
    Young woman on sofa with laptop staring out the window
    17 January 2025

        2 min

    A volatile year for investors, but not for all...

    After another year of some unforeseen events in the global market, find out how Wesleyan’s smoothed With Profits Growth Fund performed.

    Financial planning Investments
    Professional woman and man sat in office room concentration on a piece of paper
    10 January 2025

        3 min

    Advisers brace for impact of greater market volatility in 2025

    Research from Wesleyan shows Advisers expecting greater market volatility in 2025, potentially diminishing clients’ appetite to invest. Find out more.

    Financial planning Investments
    Smartly dressed man holding a mug staring out window
    10 January 2025

        7 min

    2024 - Q4 market commentary

    In our latest market commentary, we take a look at the highlights and lowlights of the quarter, as well as a funds’ view and outlook from our investments team.

    Financial planning Markets Investments
    Mature lady wearing glasses standing in building corridor
    13 December 2024

        4 min

    Market update December 2024 - Markets react to economic shifts and political changes

    Economic uncertainty and policy changes present both opportunities and challenges for investors, highlighting key trends in evolving global conditions.

    Financial planning Markets Investments
    Martin Lawrence
    06 December 2024

        4 min

    December monthly investment update – Reflections on November 2024

    In this update, Wesleyan’s Director of Investments, Martin Lawrence, takes a look into some of the UK and global events that took centre stage in November, and the plans for our funds in 2025.

    Financial planning Investments
    James Tothill profile
    03 December 2024

        2 min

    James Tothill joins Wesleyan as an Investment Specialist

    Wesleyan has strengthened its Intermediaries team with the appointment of James Tothill to spearhead further With Profits Growth.

    Appointments Investments
    Martin Lawrence standing against map on wall
    13 November 2024

        4 min

    November monthly investment update – Reflections on October 2024

    In this update, Wesleyan’s Director of Investments, Martin Lawrence explores everything from the forthcoming US presidential election to the UK budget, and why UK interest rates may fall less in 2025.

    Financial planning Investments
    Martin Lawrence stood on office with a world map behind him
    07 October 2024

        4 min

    October monthly investment update – Reflections on September 2024

    In this update, Wesleyan’s Director of Investments, Martin Lawrence digs deeper into the belief that September can often be a ‘difficult’ month for investors, and when and where we might see further interest rates cuts globally before year end.

    Financial planning Investments
    Professional man at desk using laptop smiling
    04 October 2024

        7 min

    2024 - Q3 market commentary

    After reaching record highs towards the end of the quarter, the global economy remains resilient. Read more in our market commentary.

    Markets Investments
    Professional man in office on tablet
    26 September 2024

        4 min

    Smoothed operators: Why With Profits could be a win-win

    Find out why Wesleyan’s With Profits Growth Fund can be a solution for advisers, helping smooth clients’ anxieties and market volatilities.

    Investments
    Woman at desk with computer looking at papers
    17 September 2024

        2 min

    Retirement income review prompts revisits to processes

    Two-thirds of advisers have made changes to their processes as a result of the FCA’s Thematic Review of Retirement Income Advice.

    Markets
    09 September 2024

        5 min

    September investment update - Reflections on August 2024

    Our latest investment update looks at why data from the US caused global markets to tumble, while UK's economy appears to be holding its own.

    Financial planning Investments
    • 1
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    Browse all articles
    Martin Lawrence
    10 April 2025

        5 min

    April monthly investment update - Reflections on March 2025 and a look ahead

    The latest Spring Statement, UK's economic growth, US trade tariffs and their affect on China's economy are all discussed in our latest investment update.

    Financial planning Investments
    Smoothing the way report graphic
    28 March 2025

        4 min

    Think smoothed funds are too complex? In volatile times, recognise the benefits

    Financial intermediaries today are divided on using smoothed funds in their clients’ portfolios, according to a new study from Wesleyan and the Lang Cat. Learn more about the benefits.

    Investments
    Woman in home office sitting at desk looking out window
    27 March 2025

        3 min

    The Spring Statement: What does it mean for finances?

    There are a number of policies announced in the last Budget that are set to come into play. Learn more now.

    Financial planning Investments
    Martin Lawrence standing against map on wall
    12 March 2025

        5 min

    March monthly investment update - Reflections on February 2025 and a look ahead

    From global market reactions to Trump’s trade policies to EU defence shifts and UK economic changes, read our latest investment commentary.

    Financial planning Investments
    Professional male sitting at office desk
    12 March 2025

        5 min

    March monthly market update - Reflections on February 2025

    Strong corporate earnings, interest rate expectations and global trade tensions drive market movements, while inflation and policy decisions add to the uncertainty. Read more now.

    Financial planning Investments
    Martin Lawrence
    14 February 2025

        5 min

    February monthly investment update - Reflections on January 2025 and a look ahead

    Wesleyan’s Director of Investments, Martin Lawrence, discusses the impact world events in January have had on markets and investments.

    Financial planning Investments
    Male professional with laptop and phone looking at papers
    07 February 2025

        5 min

    February monthly market update - Reflections on January 2025

    From Britain’s benchmark share index surge, Europe's interest rates cuts and Trump's tariff hikes, find out more in our latest market update.

    Financial planning Investments
    Professional woman in home office using phone
    20 January 2025

        4 min

    January market update - Reflections on December 2024

    UK share prices made strong gains in 2024 despite persistent inflationary pressures and slower economic growth. Read more in our market update.

    Financial planning Investments
    Young woman on sofa with laptop staring out the window
    17 January 2025

        2 min

    A volatile year for investors, but not for all...

    After another year of some unforeseen events in the global market, find out how Wesleyan’s smoothed With Profits Growth Fund performed.

    Financial planning Investments
    Professional woman and man sat in office room concentration on a piece of paper
    10 January 2025

        3 min

    Advisers brace for impact of greater market volatility in 2025

    Research from Wesleyan shows Advisers expecting greater market volatility in 2025, potentially diminishing clients’ appetite to invest. Find out more.

    Financial planning Investments
    Smartly dressed man holding a mug staring out window
    10 January 2025

        7 min

    2024 - Q4 market commentary

    In our latest market commentary, we take a look at the highlights and lowlights of the quarter, as well as a funds’ view and outlook from our investments team.

    Financial planning Markets Investments
    Mature lady wearing glasses standing in building corridor
    13 December 2024

        4 min

    Market update December 2024 - Markets react to economic shifts and political changes

    Economic uncertainty and policy changes present both opportunities and challenges for investors, highlighting key trends in evolving global conditions.

    Financial planning Markets Investments
    Martin Lawrence
    06 December 2024

        4 min

    December monthly investment update – Reflections on November 2024

    In this update, Wesleyan’s Director of Investments, Martin Lawrence, takes a look into some of the UK and global events that took centre stage in November, and the plans for our funds in 2025.

    Financial planning Investments
    James Tothill profile
    03 December 2024

        2 min

    James Tothill joins Wesleyan as an Investment Specialist

    Wesleyan has strengthened its Intermediaries team with the appointment of James Tothill to spearhead further With Profits Growth.

    Appointments Investments
    Martin Lawrence standing against map on wall
    13 November 2024

        4 min

    November monthly investment update – Reflections on October 2024

    In this update, Wesleyan’s Director of Investments, Martin Lawrence explores everything from the forthcoming US presidential election to the UK budget, and why UK interest rates may fall less in 2025.

    Financial planning Investments
    Martin Lawrence stood on office with a world map behind him
    07 October 2024

        4 min

    October monthly investment update – Reflections on September 2024

    In this update, Wesleyan’s Director of Investments, Martin Lawrence digs deeper into the belief that September can often be a ‘difficult’ month for investors, and when and where we might see further interest rates cuts globally before year end.

    Financial planning Investments
    Professional man at desk using laptop smiling
    04 October 2024

        7 min

    2024 - Q3 market commentary

    After reaching record highs towards the end of the quarter, the global economy remains resilient. Read more in our market commentary.

    Markets Investments
    Professional man in office on tablet
    26 September 2024

        4 min

    Smoothed operators: Why With Profits could be a win-win

    Find out why Wesleyan’s With Profits Growth Fund can be a solution for advisers, helping smooth clients’ anxieties and market volatilities.

    Investments
    Woman at desk with computer looking at papers
    17 September 2024

        2 min

    Retirement income review prompts revisits to processes

    Two-thirds of advisers have made changes to their processes as a result of the FCA’s Thematic Review of Retirement Income Advice.

    Markets
    09 September 2024

        5 min

    September investment update - Reflections on August 2024

    Our latest investment update looks at why data from the US caused global markets to tumble, while UK's economy appears to be holding its own.

    Financial planning Investments
    • 1
    • 2
    • 3

    On this page

    Martin Lawrence
    10 April 2025

        5 min

    April monthly investment update - Reflections on March 2025 and a look ahead

    The latest Spring Statement, UK's economic growth, US trade tariffs and their affect on China's economy are all discussed in our latest investment update.

    Financial planning Investments
    Smoothing the way report graphic
    28 March 2025

        4 min

    Think smoothed funds are too complex? In volatile times, recognise the benefits

    Financial intermediaries today are divided on using smoothed funds in their clients’ portfolios, according to a new study from Wesleyan and the Lang Cat. Learn more about the benefits.

    Investments
    Woman in home office sitting at desk looking out window
    27 March 2025

        3 min

    The Spring Statement: What does it mean for finances?

    There are a number of policies announced in the last Budget that are set to come into play. Learn more now.

    Financial planning Investments
    Martin Lawrence standing against map on wall
    12 March 2025

        5 min

    March monthly investment update - Reflections on February 2025 and a look ahead

    From global market reactions to Trump’s trade policies to EU defence shifts and UK economic changes, read our latest investment commentary.

    Financial planning Investments
    Professional male sitting at office desk
    12 March 2025

        5 min

    March monthly market update - Reflections on February 2025

    Strong corporate earnings, interest rate expectations and global trade tensions drive market movements, while inflation and policy decisions add to the uncertainty. Read more now.

    Financial planning Investments
    Martin Lawrence
    14 February 2025

        5 min

    February monthly investment update - Reflections on January 2025 and a look ahead

    Wesleyan’s Director of Investments, Martin Lawrence, discusses the impact world events in January have had on markets and investments.

    Financial planning Investments
    Male professional with laptop and phone looking at papers
    07 February 2025

        5 min

    February monthly market update - Reflections on January 2025

    From Britain’s benchmark share index surge, Europe's interest rates cuts and Trump's tariff hikes, find out more in our latest market update.

    Financial planning Investments
    Professional woman in home office using phone
    20 January 2025

        4 min

    January market update - Reflections on December 2024

    UK share prices made strong gains in 2024 despite persistent inflationary pressures and slower economic growth. Read more in our market update.

    Financial planning Investments
    Young woman on sofa with laptop staring out the window
    17 January 2025

        2 min

    A volatile year for investors, but not for all...

    After another year of some unforeseen events in the global market, find out how Wesleyan’s smoothed With Profits Growth Fund performed.

    Financial planning Investments
    Professional woman and man sat in office room concentration on a piece of paper
    10 January 2025

        3 min

    Advisers brace for impact of greater market volatility in 2025

    Research from Wesleyan shows Advisers expecting greater market volatility in 2025, potentially diminishing clients’ appetite to invest. Find out more.

    Financial planning Investments
    Smartly dressed man holding a mug staring out window
    10 January 2025

        7 min

    2024 - Q4 market commentary

    In our latest market commentary, we take a look at the highlights and lowlights of the quarter, as well as a funds’ view and outlook from our investments team.

    Financial planning Markets Investments
    Mature lady wearing glasses standing in building corridor
    13 December 2024

        4 min

    Market update December 2024 - Markets react to economic shifts and political changes

    Economic uncertainty and policy changes present both opportunities and challenges for investors, highlighting key trends in evolving global conditions.

    Financial planning Markets Investments
    Martin Lawrence
    06 December 2024

        4 min

    December monthly investment update – Reflections on November 2024

    In this update, Wesleyan’s Director of Investments, Martin Lawrence, takes a look into some of the UK and global events that took centre stage in November, and the plans for our funds in 2025.

    Financial planning Investments
    James Tothill profile
    03 December 2024

        2 min

    James Tothill joins Wesleyan as an Investment Specialist

    Wesleyan has strengthened its Intermediaries team with the appointment of James Tothill to spearhead further With Profits Growth.

    Appointments Investments
    Martin Lawrence standing against map on wall
    13 November 2024

        4 min

    November monthly investment update – Reflections on October 2024

    In this update, Wesleyan’s Director of Investments, Martin Lawrence explores everything from the forthcoming US presidential election to the UK budget, and why UK interest rates may fall less in 2025.

    Financial planning Investments
    Martin Lawrence stood on office with a world map behind him
    07 October 2024

        4 min

    October monthly investment update – Reflections on September 2024

    In this update, Wesleyan’s Director of Investments, Martin Lawrence digs deeper into the belief that September can often be a ‘difficult’ month for investors, and when and where we might see further interest rates cuts globally before year end.

    Financial planning Investments
    Professional man at desk using laptop smiling
    04 October 2024

        7 min

    2024 - Q3 market commentary

    After reaching record highs towards the end of the quarter, the global economy remains resilient. Read more in our market commentary.

    Markets Investments
    Professional man in office on tablet
    26 September 2024

        4 min

    Smoothed operators: Why With Profits could be a win-win

    Find out why Wesleyan’s With Profits Growth Fund can be a solution for advisers, helping smooth clients’ anxieties and market volatilities.

    Investments
    Woman at desk with computer looking at papers
    17 September 2024

        2 min

    Retirement income review prompts revisits to processes

    Two-thirds of advisers have made changes to their processes as a result of the FCA’s Thematic Review of Retirement Income Advice.

    Markets
    09 September 2024

        5 min

    September investment update - Reflections on August 2024

    Our latest investment update looks at why data from the US caused global markets to tumble, while UK's economy appears to be holding its own.

    Financial planning Investments
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