Market update

AI concept, logo of AI and gold, 3d rendering

AI gold rush to continue as September returns continue to shine

Oct 17, 2025
Global equities moved higher in September with most major indices making positive returns, with US equities leading the way returning 4% (in sterling terms). This meant it was another strong quarter for risk assets as market enthusiasm around AI gained momentum, trade tensions were eased and we saw the Federal Reserve cut rates for the first time since December 2024.
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AI gold rush to continue as September returns continue to shine

AI concept, logo of AI and gold, 3d rendering
Oct 17, 2025
Global equities moved higher in September with most major indices making positive returns, with US equities leading the way returning 4% (in sterling terms). This meant it was another strong quarter for risk assets as market enthusiasm around AI gained momentum, trade tensions were eased and we saw the Federal Reserve cut rates for the first time since December 2024.
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Political uncertainty fails to stamp out market momentum

Financial advisors working for the company using tablet and computer technology in analysis.
Sep 19, 2025

Despite emerging headline risks, global equities continued their positive momentum from the summer with equities broadly higher across major global regions.

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Oasis of positive market sentiment in July might not live forever

Beautiful view of a lake in the barren mountains
Aug 21, 2025
Following a strong run in May and June, markets maintained their upward momentum in July, with risk assets once again delivering healthy returns. While concerns around inflation and government borrowing remain, investors found several reasons to stay positive on the outlook.
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Market resilience trumps geopolitical uncertainty

Representatives of the USA and China shake hands
Jul 16, 2025
It was another eventful quarter for investors, marked by shifting trade policies and heightened geopolitical risks in the Middle East. Despite this, markets remained resilient as the worst-case scenarios, failed to materialise.
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May returns encourage investors to stay not go away

Sell in may and go away yellow sign with green chart underneath
Jun 17, 2025
The old adage “Sell in May and go away” didn’t hold true this year. Markets delivered strong returns in May and was a reminder that staying invested through uncertainty can be rewarding.
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Reasons for optimism: Trump shaken as US bond markets stirred!

Martini with olive in a glass
May 16, 2025
Markets faced renewed volatility in April as US trade policy under President Trump unsettled investors, with US equities falling and gold hitting new highs.
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