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Global perspectives from
our Principal Advisers

  • Quarterly Investment Report

Quarterly Investment Report – October 2024

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.

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  • Education

Education Insights

It’s always the right time to prioritise financial education and pave the way for informed, confident financial decisions. Whether you’re new to investing or experienced, the content below is designed to boost your confidence and help you plan for a brighter future.

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  • Market Update

Market Update – August 2024

The recent volatility in the stock market has become a major talking point. After six months of unusual calm, the past week has seen significant fluctuations. It’s important to put these movements into perspective.

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  • Quarterly Investment Report

Quarterly Investment Report – July 2024

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,

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  • Quarterly Investment Report

Quarterly Investment Report – April 2024

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.

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  • Market Update

Market Update – March 2024

Increased economic optimism and robust corporate earnings have propelled stock markets to new heights. Yet, this rapid growth has left some investors apprehensive about potential overvaluation, while others fear missing out on gains.

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