Home · Services

Market analysis in plain English

Each Stonehaven brief answers three questions: what has happened in markets, what is currently priced in, and which risks deserve your attention. No predictions dressed as analysis – just context you can use.

What the service covers

A quarterly written brief covering the UK and global economic backdrop – growth, inflation, interest-rate expectations and the mood of the bond and equity markets.

Valuation context across the major asset classes: where equity valuations sit relative to history, what bond yields imply about future returns, and how much optimism is already baked into prices.

A rolling watchlist of the specific risks we think matter most this quarter – concentration in a handful of US technology shares, the path of UK mortgage rates, the state of consumer balance sheets – each explained in terms of how it could affect an ordinary diversified portfolio.

Bespoke briefs on your own questions: a sector you are curious about, a country you are exposed to, or a structural theme such as the energy transition.

How we work

Briefs are written to be read in twenty minutes and understood without a finance background. Every chart is explained in a caption; every technical term is defined the first time it appears.

We separate evidence from judgement explicitly. Where the data supports a conclusion, we show the data. Where we are offering a considered opinion, we label it as such and explain what would change our mind.

Our quarterly brief is included with ongoing planning support. Standalone subscriptions and bespoke briefs are available at fixed fees published on our Fees page.

What this service is not

It is not a prediction service. Nobody – including us – can tell you what markets will do next quarter, and anyone who claims to is either guessing or selling.

It is not a personal recommendation. We do not know your circumstances well enough to advise you individually, and we are not authorised to do so. We explain the landscape; you navigate your own route through it.

It is not a substitute for regulated advice. If your situation is complex – defined-benefit transfers, cross-border tax, business disposals – we will say so and help you find an appropriately authorised firm.

Common questions

How often is the quarterly brief published?

Four times a year, in the first week of January, April, July and October. Bespoke briefs are produced to agreed deadlines.

Can I see a sample brief?

Yes – request one through the contact form and we will send a recent edition. It is the best way to judge whether our style suits you.

Do you cover crypto-assets?

We cover them as a risk topic – what they are, how they behave and how they can distort a portfolio – but we do not produce buy or sell commentary on any specific asset.

Book a free introduction

Thirty minutes, no obligation. We will tell you honestly whether this service fits your question.

Enquire

Fixed fee, in writing

Every brief is quoted before work begins. See our published fees.