News & Views

Global markets ended the week subdued as investors weighed mixed economic data and shifting central bank signals. U.S. equities led declines amid rising yields and tech weakness, while the FTSE 100 was steadier, supported by defensives. Commodities strengthened, with gold near record highs. As inflation eases and rate cuts loom for 2026, markets remain cautious ahead of key data releases.

Global markets began November on a cautiously positive note as resilient earnings, easing trade tensions, and stable inflation supported risk appetite. Equities advanced across regions, led by U.S. technology shares and improving eurozone sentiment. In the UK, focus turned to the upcoming Bank of England meeting and November Budget, with investors weighing potential policy easing against tighter fiscal guidance. Overall, sentiment improved as growth and inflation appeared to

Global markets advanced in September 2025 as the Fed cut rates for the first time this year, while the BoE and ECB held steady. Strong performances in commodities and China-focused sectors powered broad equity gains, with the Netherlands and Peru leading the way. Despite persistent inflation, improving sentiment and policy support lifted the Balanced portfolio Index by 1.58%, signalling renewed investor confidence.

Global markets slipped last week as renewed U.S.–China trade tensions and cautious central bank signals weighed on sentiment. The White House’s sweeping new tariffs reignited inflation concerns, while gold hit record highs on safe-haven demand and oil fell on weaker growth prospects. With policymakers striking a measured tone and key economic data ahead, investors are watching for fresh clues on inflation and global momentum.

Global markets in July showed resilience but faced sharp volatility. Strong earnings and steady growth lifted equities in the U.S., UK, Eurozone, and Japan, yet trade tensions, rising public debt, and mixed inflation created uncertainty. Bond yields climbed, currencies weakened in key regions, and late-month policy concerns reminded investors how quickly sentiment can shift.