Weekly investment news
Trump takes a jab at pharma
Fed cuts rates…what’s next?
Getting to the top is easier than staying there
Monthly investment news
September 2025 monthly investment news
Last month brought solid returns across major asset classes. The second-quarter earnings season continued, with Nvidia standing out for exceeding sales and earnings expectations.
July 2025 monthly investment news
Last month global equities showed impressive resilience, recovering some of the ground lost earlier in the year in local currency terms.
June 2025 monthly investment news
In May, markets continued their recovery from April’s lows as consumer sentiment improved and trade tensions eased.
Yearly investment outlook
Uncertainty Resolved? Distinguishing signal from noise
Maintaining perspective: Investment outlook 2025
As we enter 2025, we look to maintain perspective and to balance the risks across respective asset classes.
Balancing Act – Investment Outlook 2024
As we enter 2024, we have a broadly balanced asset allocation stance, namely a neutral weighting in equities and a much-increased weighting in bonds. This follows a steady reduction in equity exposure throughout the last quarter of 2023.