Latest weekly investment updates
03/11/2025
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Zurich Ireland
Q3 corporate earnings continued to impress
There were a number of positive drivers last week that helped global equities to steam ahead on the current rally.
28/10/2025
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Zurich Ireland
Too hot to bear
Last week was characterised by large swings in the major asset classes as investor sentiment shifted in response to market news.
13/10/2025
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Zurich Ireland
Global geopolitical situations impact the market
It was a week that felt all too familiar as another French prime minister resigned (before subsequently returning) and US stocks fell sharply following another tariff announcement.
29/09/2025
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Zurich Ireland
Trump takes a jab at pharma
Global equities posted marginal gains in EUR terms last week. This was despite a few market jitters in the US after Fed Chair Jerome Powell’s comments that “by many measures…equity prices are fairly highly valued”, which prevented major indices from setting their fourth record in a row on Tuesday.
22/09/2025
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Zurich Ireland
Fed cuts rates…what’s next?
On Wednesday, the Federal Reserve decided to reduce interest rates by 25bps, the first cut in nine months.
15/09/2025
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Zurich Ireland
Getting to the top is easier than staying there
AI was leading the news again last week, but this time none of the Magnificent Seven companies were responsible.
08/09/2025
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Zurich Ireland
Bonds are speaking; are stocks listening?
The market’s eyes were fixed on the US non-farm payrolls report last week, which provided an important snapshot of the US labour market ahead of the Fed’s September policy meeting.
01/09/2025
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Zurich Ireland
NVIDIA smashes sales records despite market jitters
NVIDIA’s sales soared 56% for the quarter, reaching an impressive $46.74 billion. Despite this strong performance, the stock dipped on Thursday as investors weighed the latest earnings report.
11/08/2025
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Zurich Ireland
Bad Intel or just bad intel?
Global equities shrugged off US recession fears last week as significant gains were made across the developed markets.
28/07/2025
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Zurich Ireland
US and EU strike trade deal; full details still to emerge
Markets moved higher once again last week, and the United States (US) market has now notched 11 new highs in the last 30 days.
