Insights

Market commentary, financial planning perspectives and investment insights from our team of specialists.

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AMMarket OverviewAsset Management

Doing More With Less: The Chinese AI Story So Far

Chinese AI models are catching up with US AI models at a quickening rate

17 August 20265 min read

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AMMarket Overview 5 min

Europe, from laggard to leader

The European stock market has lagged the other major geographies, delivering just 11.81% versus the global market return of 13.03%.

7 August 2026

AMInsights 2 min

Bowmore Asset Management named Asset Manager of the Year 2026

Bowmore Asset Management is delighted to announce that it has been named Asset Manager of the Year 2026 – London in the Investment Excellence Awards by Wealth & Finance International.

7 August 2026

AMMarket Overview 5 min

London is shrinking

There are currently 24 takeover bids in progress on the UK stock market.

31 July 2026

FPIn the Press 3 min

Bowmore estimates that over 33,000 Britons may hold £1 million or more in cash saving

Bowmore research reveals over 33,000 people held at least £1 million in cash savings in 2025, based on HMRC data.

29 July 2026

AMMarket Overview 5 min

New Chancellor, Same Old Problems

Incoming Chancellor, John Healey, inherits gilt yields above 5%, their highest since 2008 and steepest climbing in the G7, whatever fiscal headroom Reeves rebuilt now likely eroded by the Iran conflict, and relentless pressure to fund defence alongside a welfare and pension bill that keeps growing.

24 July 2026

FPIn the Press 3 min

How NHS Waiting Lists Are Reshaping Financial Planning

Bowmore's Gill Millen speaks to The Telegraph about the growing number of people facing impossible financial choices due to NHS waiting lists.

24 July 2026

AMMarket Overview 5 min

The Memory Gold Rush

Companies that produce flash memory have found themselves producing an enormously valuable commodity.

20 July 2026

AMMarket Overview 4 min

Three Charts in Three Minutes - Q2 2026

The following charts illustrate Bowmore's outlook for markets in Q1 2026. Use the tabs to navigate for quick, scroll-friendly insights.

10 July 2026

AMMarket Overview 5 min

Burnham's Rewired Britain: The Investment Case Beyond the Politics

Andy Burnham's vision of a Manchester-based 'No. 10 North' promises the biggest rebalancing of power the UK has seen. History shows each regional refocus redraws the map of market winners — the real question is which UK-listed companies stand to benefit.

3 July 2026

AMMarket Overview 4 min

38th times a charm: Trump's Iran deal and the collapse in oil's war premium

172 vessels have crossed through the Strait of Hormuz since the US and Iran signed a deal1 At the time of writing, the oil price is at pre-conflict levels (Brent Crude $72.96 and West Texas Intermediate $69.82 a barrel) 2 China impo

26 June 2026

CorporateIn the Press 3 min

Rising Private Medical Insurance Premiums Putting Pressure on UK Employers

Gill Millen of Bowmore Financial Planning on the growing cost pressure facing UK employers as private medical insurance premiums continue to climb.

25 June 2026

AMMarket Overview 4 min

From buybacks to IPOs: A generational change in the US stock market

For two decades, US equity markets steadily shrank as the world's most cash-generative companies spent hundreds of billions buying back their own shares. That era is over. Market activity suggests that AI has forced a reversal. The lis

19 June 2026

Insights

Doing More With Less: The Chinese AI Story So Far

More articles

Europe, from laggard to leader

Bowmore Asset Management named Asset Manager of the Year 2026

London is shrinking

Bowmore estimates that over 33,000 Britons may hold £1 million or more in cash saving

New Chancellor, Same Old Problems

How NHS Waiting Lists Are Reshaping Financial Planning

The Memory Gold Rush

Three Charts in Three Minutes - Q2 2026

Burnham's Rewired Britain: The Investment Case Beyond the Politics

38th times a charm: Trump's Iran deal and the collapse in oil's war premium

Rising Private Medical Insurance Premiums Putting Pressure on UK Employers

From buybacks to IPOs: A generational change in the US stock market

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