Older commentary is left as written rather than quietly edited. A view that turned out to be wrong is more useful to you if you can still see it.
Current research
These are maintained rather than dated: when the environment changes, the page changes with it.
Market Forecast & Trends
Rates, currencies, credit and equities: what drives each and what we watch.
Read the reportRates and charges
The published tariff across every product, updated as it changes.
Open the tariffToday's mortgage rates
Indicative rates by loan-to-value, and what decides yours.
See ratesService status
Live availability of our platforms, and any planned maintenance.
Check statusGuides
Global Estate Planning
Passing wealth across generations and jurisdictions without avoidable cost.
Read the guideAlternative Assets
Private equity, venture, property and infrastructure: what you gain and what you give up.
Read the guideThe ESG Integration Playbook
What sustainable investing does and does not do, without the marketing.
Read the guideMasterclasses
Private Equity Structures
Funds, fees, drawdowns and where the returns actually come from.
OpenRisk in Volatile Markets
What risk means, how it is measured badly, and what to do about it.
OpenSustainable Investing: Myths vs Reality
Six claims examined, and the evidence for each.
OpenA Generational Approach
Phasing wealth transfer over decades rather than in one event.
OpenThe help centre is the largest archive
Most of what we publish is not research at all. It is the several dozen step-by-step answers in the help centre, written by the team who answer the phone and updated whenever the process changes.
Back editions of the newsletter
Monthly editions are sent to subscribers and added here after they go out. If you have just subscribed, the next edition is the first one you will receive.
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Documents you may also need
Market Forecast & Trends
Our standing view on rates, currencies, credit and equities — what drives each, what we watch, and what it means for the decisions in front of you.
GuidesThe Guide to Global Estate Planning
Passing wealth across generations and jurisdictions: the documents that matter, the taxes that surprise people, and the mistakes that are expensive to undo.
GuidesAlternative Assets: Beyond Equities
Private equity, venture, property, infrastructure and private credit — what each actually is, what you give up to hold it, and who they suit.
This document was last updated on 1 August 2026. We publish the current version here at all times; superseded versions are available on request.
If anything on this page is unclear, write to us and we will explain it.