Market Commentary - April 2025
Markets were volatile in April, as the implications of the US administration’s new trade policy had an impact on shares, …
Monthly Commentary - March 2025
Increased uncertainty fuelled stock market volatility in March. Concerns about US economic growth and recent reversals i …
Monthly Commentary – February 2025
After a strong start to 2025, February saw some of the shine come off the ‘US exceptionalism’ story. This is the belief …
Monthly Commentary – January 2025
It was a strong start to 2025 for markets, with both equities and bonds delivering broadly positive returns in January. …
Monthly Commentary – December 2024
While 2024 was another impressive year for many stock markets, a spate of profit-taking meant that December proved to be …
Monthly Commentary – October 2024
Investors’ attention has been heavily focused on the US election, the result of which was announced after the month end. …
