The first quarter of 2025 brought a notable shift in market conditions, driven by renewed geopolitical tension, shifting policy expectations, and deteriorating investor sentiment. In this environment, it’s easy to focus on what can go wrong. But extreme pessimism often signals a turning point.
The first quarter of 2025 brought a notable shift in market conditions, driven by renewed geopolitical tension, shifting policy expectations, and deteriorating investor sentiment. In this environment, it’s easy to focus on what can go wrong. But extreme pessimism often signals a turning point.
As we move through the first quarter of 2025, financial markets remain at an interesting crossroads – supported by economic resilience yet facing risks that could test investor confidence.
Below is a summary of our latest insights and a video from Advisory Board member Daryl Wilson on our positioning for the year ahead.
As we enter the closing stages of 2024, the global landscape is undergoing a notable transformation. Donald Trump’s re-election, alongside a Republican majority in the House and Senate, has introduced a refreshed stance on geopolitics, fiscal policy, and international economic growth, reshaping the financial horizon.
Recent data suggests a potential soft landing for the global economy, as an increasing number of central banks are cutting rates to sustain growth amidst slowing momentum and inflation. Below is a summary of our latest quarterly report, which examines the key themes driving markets, along with the risks and opportunities for the second half of the year and beyond.
The strong momentum behind markets continued throughout the first quarter of 2024, with the Global Equity index climbing 14%, taking its annual return to 26%. Our report examines the key themes driving markets, risks and opportunities for 2024 and beyond.
Contrary to expectations of an impending recession, 2023 was a favourable year for investors, with Global Equities and Bonds gaining +22% and +5%, respectively.
Our report examines the key themes driving markets, risks and opportunities for 2024 and beyond.
Our October report examines the key themes, risks and opportunities for the remainder of 2023 and beyond.
Overall, the economy continues to defy expectations. Resilient growth reflects longer-than-expected policy lags, supported by an uneven interest rate burden that will keep rates higher for longer.
So far, 2023 has been better than expected, with a broad range of assets delivering healthy returns in the face of weak confidence.
Our April report examines the key themes driving these returns and the outlook.
Welcome to the January 2023 edition of our Quarterly Investment Report.
This report brings you key investment insights from our research partners and independent advisory board.
