News & Views

Global markets moved higher this week, with investor sentiment improving following a period of heightened volatility. While geopolitical tensions remain a key source of uncertainty, markets have shown resilience, supported by stabilising commodity prices and renewed confidence in growth sectors. At the same time, inflation dynamics and central bank expectations continue to shape the outlook, with investors balancing short-term risks against a more constructive medium-term bac

This week’s Weekly Market Review highlights a more cautious tone across global markets as equities moved lower amid rising geopolitical tensions in the Middle East. We also look at the unexpected rise in Eurozone inflation, the sharp surge in oil prices driven by concerns around energy supply routes, and the latest policy signals from central banks. In addition, we explore the EU’s new long-term emissions target and the key economic data releases investors will be watching i

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.