Market Report March 2026

Market Report March 2026

Market Summary   Volatility Returns as Geopolitics and Policy Uncertainty Rise The first quarter of 2026 has been marked by heightened volatility, as markets navigated a complex mix of geopolitical tensions, policy shifts and evolving investor sentiment. While...
Market Report February 2026

Market Report February 2026

  Market summary Growth Broadens as Inflation Pressures Ease February presented investors with a mix of geopolitical tension and encouraging economic data. The US Supreme Court ruled against using emergency powers to justify the April 2025 reciprocal tariffs,...
Market Report January 2026

Market Report January 2026

Market summary   A More Supportive Global Economic Backdrop January was marked by eye-catching geopolitical headlines, but beneath the surface investor confidence improved. Economic data in the US and Europe surprised positively, while inflation continued to...
Market Report December 2025

Market Report December 2025

  December 2025 In Review   From Fear to Recovery 2025 opened with renewed anxiety as US tariffs reignited global trade tensions, triggering a sharp sell-off in equities. By early April, developed markets were down 16.5%, and recession fears briefly...
Market Report November 2025

Market Report November 2025

November 2025 In Review   Valuation concerns on AI-related stocks drove investors to defensive sectors Global equities experienced elevated volatility in November 2025 as investors reassessed valuations, especially in technology and AI‑linked sectors, against a...
Market Report October 2025

Market Report October 2025

October 2025 In Review Global Backdrop: Good News, But With Caution The global investment landscape presented a mixed, but overall resilient picture in October. Developed-market equities rose by around 2.0% in U.S Dollar terms, while the Bloomberg Global Aggregate...