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Global perspectives from
our Principal Advisers

  • Market Update

Market Update – Q&A on Recent Volatility

Given recent market movements, we want to provide some context on what’s happening and answer some questions that you may have. While headlines may appear unsettling, it’s essential to remain focused on broader market trends and opportunities.

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  • Market Update

Market Update – March 2025

The optimism that followed Trump’s re-election has faded – at least for now. His administration is prioritising tariffs and spending cuts (austerity) over tax reductions and deregulation (growth), adding uncertainty to financial markets and weighing on investor sentiment.

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  • Quarterly Investment Report

Quarterly Investment Report – February 2025

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

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  • 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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