AI drives fundamental not artificial growth in markets
Jun 16, 2026
Global equity markets maintained their strong momentum in May, recovering from March lows.
May returns encourage investors to stay not go away
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.
Reasons for optimism: Trump shaken as US bond markets stirred!
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.
Navigate market uncertainty with our March 2025 update. Discover how economic shifts in the US & Europe impact your investments, and find potential opportunities.
Volatility remains a key theme for investors. This was evident late in the month when markets were jolted by the sudden emergence of DeepSeek, triggering a sharp but short-lived bout of turbulence.
In last month’s update we spoke about two prominent themes we see evolving over the course of this year. The first was regarding the diverging and contrasting growth outlook for the US compared to the rest of the world.