Global Overview The first quarter of 2026 proved to be a turning point for global markets, defined by surging geopolitical tensions, shifting inflation expectations, and
My team and I are aware this is a worrying time with the ongoing situation in the Middle East. Accordingly, I am writing this commentary
Global equities rally strongly At the end of 2025, investors had plenty to celebrate with double digit gains across markets spanning the globe over the
Global equities rally strongly Global equities delivered strong gains through Q3 2025 overlooking earlier uncertainty and volatility. The strong performance was particularly noticeable amongst the
Markets rebound after Trump tariffs stun investors Investment markets experienced heightened volatility during the quarter following President Trump’s announcement of trade tariffs on 2 April
We started 2025 with economists predicting a reasonable level of economic growth with inflation continuing on its downward path. This underpinned the view that interest
In the first quarter of 2025, the promise of a continuation of 2024’s strong gains, primarily driven by the strong US economy and markets, proved
After two consecutive years where portfolios have benefited from strong double digit returns in US equity markets, much of it underpinned by the performance of
Another Year of US Dominance Reminiscent of the start of 2023, there was broad concern that the US economy, a key driver of global growth,
Progress across asset markets disguised an eventful quarter where monetary policy moved from fighting inflation to supporting growth. August saw sharp falls in equity markets
