Investment Update | May 2025
12th May 2025
The Road Ahead This update covers the period up to May 7th. As usual, we have taken the basic asset class chart (fig.1) back to the end of…
IBOSS updates
Investment Update | May 2025
12th May 2025
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Market Update | Week 18
6th May 2025
Global equities have continued their recovery, rising a further 2.5% or so over the past week in both local currency and sterling terms. They have now recovered the…
Cutting Through The Noise: Client FAQs
29th April 2025
Clients often look to their advisers for clarity and reassurance during turbulent market periods. It’s normal for clients to feel uneasy in uncertain markets. Still, uncertainty is part…
Market Update | Week 17
28th April 2025
The rebound in equity markets resumed last week, with global equities ending up 4.0% in local currency terms and 3.4% in sterling terms. However, markets remained very volatile…
Market Update | Week 15
14th April 2025
What a week! Market volatility – with US equities surging as much as 9.5% last Wednesday – makes rather a mockery of trotting out the usual weekly performance…
Investment Update | April 2025
10th April 2025
Keep Calm but Maybe Don’t Carry On Macro & Markets Q1 was a bruising quarter for investors who maintained a relative overweight to the US assets which had…