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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September 2022 - Deja vu

Investment champion image - bracing for the storm?
Sep 30, 2022

The last two years have demonstrated that there is no such thing as normality in the investment markets. The pandemic caused the global economy to shut down which was exacerbated by Russia’s invasion of Ukraine.

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When is a recession not a recession?

father and daughter walk through a field towards a storm on the horizon, symbolising the impending recession
Aug 16, 2022

Much of the focus of investors has been on the increasing likelihood of a recession, and they are now trying to figure out what this will mean for Central Bank policy, inflation, and financial market performance.

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Inflation - Light at the end of the tunnel?

July Investment Market Update
Jul 20, 2022

Prospects for the global economy are dimming due to the possibility  of higher interest rates in the United States, China's continued lockdown measures in hopes to reduce COVID-19 infections, and the conflict in Ukraine, which continues to impact Europe and cause global ramifications due to

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Markets - Rocking all over the world!

Markets - Rocking all over the world!
Jun 24, 2022

Monthly market update – June 2022

In the words of Citigroup CEO, Jane Fraser, the markets remain focused on “The three R’s: Rates, Russia and Recession".

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Stagflation fears overinflated?

Stagflation fears overinflated?
May 17, 2022

Monthly market update – May 2022

Market uncertainty persists as investors digest a backdrop of rising inflation, slowing global growth, the ongoing conflict in Ukraine, and Central Banks embarking on a journey to reduce the stimulus provided to financial markets since the Global Financi

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Continuing market uncertainty is the only certainty!

April IMU
Apr 20, 2022

Market Update - April 2022

Uncertainty in financial markets is likely to continue into the second quarter of 2022, due to concerns around the outlook for global economic growth, rising inflation, and the impact of the Russia/Ukraine war.

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