Markets

Recent geopolitical tensions and oil price shocks have triggered significant market volatility, impacting both equities and bonds. Market movements remain highly sensitive to political developments, with uncertainty driving intraday swings and risk sentiment. March delivered one of the sharper geopolitically driven drawdowns this year, with broad-based declines across the Dynamic Planner Benchmarks. Losses scaled with […]

  A conflict without a clear endgame It has been two weeks since the beginning of the joint US-Israel action in Iran, and there is as yet no clear end in sight, nor any coherent articulation of what the objectives and endgame of this action are. The retaliation from Iran and its proxies has been […]

  What advisers need to know The joint US-Israeli military campaign launched against Iran on 28 February 2026 represents one of the most consequential ruptures in Middle Eastern geopolitics since the 2003 invasion of Iraq. Remarkably, it is the second such assault in less than nine months: the June 2025 twelve-day war, which included American […]

  AI boom or speculative bubble? Does the US still rule the world? Do government debt levels pose issues ahead? Dynamic Planner, the UK’s leading digital advice platform has shared key discussion points from a joint investment outlook between Royal London Asset Management’s (RLAM) Trevor Greetham, Head of Multi Asset and Abhi Chatterjee, Chief Investment […]

Liberation Day has arrived – and we can’t say we weren’t warned. But the way forward is still unclear.   Even the most experienced Trump watchers, used to a more rhetoric-driven, flip-flop approach, have been caught on the wrong foot. Knowing the incumbent president’s love of the “art of the deal”, trade rhetoric and executive orders […]

By Abhi Chatterjee, Chief Investment Strategist at Dynamic Planner Since September 2024, there has been a marked increase in yields in the Fixed Income markets. Within the UK and its popular press, the move in UK Gilts has featured prominently with lengthy discussions on the whys and therefore, but when placed in the global perspective, […]

In the latest economic update, the Office for National Statistics (ONS) released its newest Consumer Price Index (CPI) data, painting a picture of what is happening in terms of inflationary trends and the broader economic landscape. Commenting, Abhi Chatterjee, Chief Investment Strategist at Dynamic Planner said: “At last, some good news for the beleaguered consumer. Inflation, […]

The Dynamic Planner Investment Committee (IC) met on Tuesday 23 January, coincidentally called ‘Super Tuesday’ in the US state of New Hampshire, where the race for the White House began with primary elections for the Republican party nomination. In fact, elections are expected to cover around 60% of world GDP over the course of 2024, […]

It is that time of the year when we, as market watchers, pull out our crystal balls. Just as we dust ourselves off from the past year, we look to the one ahead, either with anticipation or trepidation. Taking a moment to look back, it has been an extraordinary year – from the tremendous gains […]

The Dynamic Planner Investment Committee met on 23 October and reflected on the implications of the global stagflation environment, with negative earnings growth, persistently high inflation and Central Banks unlikely to pivot to significantly cutting interest rates anytime soon, for fear of inflation spiralling out of control again. Many developed economies, particularly in the case […]