by Luke Demjen, CFA | Nov 7, 2025 | Market Updates
October delivered a mixed picture across asset classes. Developed market equities, represented by the MSCI world index, advanced 2%, driven by optimism around trade negotiations and strong corporate earnings. Global bonds faced headwinds, with the Bloomberg Global...
by Luke Demjen, CFA | Oct 9, 2025 | Market Updates
As the third quarter of 2025 comes to a close, we have seen a strong performance from all major asset classes. Easing trade tensions, artificial intelligence, and growing expectations for monetary policy easing by the U.S. Federal Reserve kept optimism up. September...
by Luke Demjen, CFA | Sep 10, 2025 | Market Updates
Global equity markets posted healthy gains in August, with bond returns being subdued. Investor sentiment was supported by a strong US corporate earnings season. Profits broadly outperformed analysts’ expectations, reinforcing business confidence and positive...
by Luke Demjen, CFA | Aug 13, 2025 | Market Updates
July 2025 marked a pivotal month for financial markets, as the Trump administration unveiled a series of trade agreements alongside the enactment of the One Big Beautiful Bill Act (OBBBA). The developments provided investors with a clearer sense of policy trajectory,...
by Luke Demjen, CFA | Jul 14, 2025 | Market Updates
The Month of June saw market volatility driven largely by geopolitical instability and trade policy shifts. The markets were initially rattled by escalating tensions in the Middle East and uncertainty surrounding U.S. tariff policy. Despite these headwinds, the month...
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