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News & Views

Monthly Commentary


June Monthly Market Review
June 2025 saw strong market gains driven by a temporary US-Israel-Iran ceasefire, easing inflation, and tech sector outperformance. While the ECB cut rates, the Bank of England and Federal Reserve held steady amid persistent inflation. Norway and Korea led regional gains, with technology driving sector performance. Despite optimism, mixed signals from trade policy and inflation trends underline the need for a diversified investment approach. Read the full monthly market revie
Jul 7, 20253 min read


May Monthly Market Review
Markets gained in May 2025 despite confusion over U.S. tariffs. A brief pause sparked optimism, with Austria and Taiwan surging, but legal wrangling quickly clouded the outlook. Meanwhile, the Bank of England cut interest rates again, the Fed held steady amid inflation concerns, and global sectors like tech and financials led the charge. Read the full review to unpack this complex investment landscape.
Jun 4, 20254 min read


April Monthly Market Review
Interest rate cuts in the UK and Europe, U.S. trade tensions, and shifting inflation trends shaped a volatile April. Discover how markets and sectors responded.
May 1, 20254 min read


March Monthly Market Review
Global markets stumbled in March amid rising inflation expectations and renewed trade tensions. The Balanced portfolio returned -2.09% as U.S. tariffs sparked fears of a trade war, prompting caution among investors. While Europe cut interest rates and inflation cooled slightly in the UK, pressure remains on central banks. Equity markets were volatile, with tech and key Asian markets underperforming, while some financial sectors showed resilience.
Apr 2, 20253 min read


February Monthly Market Review
Markets trended sideways in February amid rising inflation and geopolitical uncertainty. The Balanced portfolio returned -0.37% as UK and EU rate cuts contrasted with the US Fed’s cautious stance. Inflation rose across regions, with UK CPI hitting 3.00% and the ECB reassuring that disinflation remains on track. While developed and emerging markets showed mixed performance, China led gains. Volatility persists, but history suggests potential progress as the year unfolds.
Mar 3, 20254 min read
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