News & Views

Rate Cuts, Rebounds, and Renewed Optimism Markets gained in August as global equities rose and the Balanced portfolio Index added 0.27%. The BoE cut rates to 4.00%, while the Fed and ECB held steady. Denmark rebounded 5.03%, and Colombia surged 9.7% amid easing inflation and election optimism. Latin America benefited from strong commodities, while India fell on new US tariffs. Diversification and nimble positioning paid off.

Markets ended August on a cautious note as inflation remained a key theme across regions. UK services costs stayed elevated, while US data showed cooling headline inflation but persistent core pressures. The eurozone held steady with balanced price signals. Central banks signalled a slower pace of easing, and commodity prices edged higher. ESG and trade developments added to the mix as investors look ahead to September.