Market update

Beautiful view of a lake in the barren mountains

Oasis of positive market sentiment in July might not live forever

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.

When everything seems too good to be true

Jun 25, 2021

This month’s update takes a look at the cautious optimism that is still evident in the investment markets, as a continued increase in vaccination rates indicate that the economic recovery that we are already seeing, should continue.

How long will interest rates hold?

May 25, 2021

This month’s update continues with the theme of optimism, with increased economic activity, further progress on the vaccine rollout and recent company earnings figures that are well ahead of estimates.

Spring out of lockdown

Mother and daughter climbing log steps in the woods.

Apr 07, 2021

The US earnings season has begun in earnest, which is when a large number of publicly traded companies release their quarterly earnings reports. The results of this will give us a good indication about whether the optimism that we are seeing in the markets is justified.