Market Update May 2025
Summary If the onset of tariffs was a major headwind for the markets, then the easing of them should be seen as a tailwind. Globalisation allows countries to specialise in activities in which they have a comparative advantage; doing so [...]
Market Update April 2025
This month written by Tom Day. Summary April has been a turbulent month for global financial markets, largely due to President Trump's aggressive tariff policies. His administration imposed sweeping tariffs on imports from most countries, triggering sharp declines in stock [...]
Market Update March 2025
This month, written by Tom Day. Summary Markets all over the globe have been experiencing a mix of volatility and recovery in recent months, influenced by various economic and geopolitical factors. In the United States, the S&P 500 and Nasdaq [...]
Market Update February 2025
Andrew’s Views (Market Update) The start of 2025 has seen last year’s slow equity finishers making the early running. Notably, European equities have performed well following a tough 2024. They were perceived as victims of President Trump’s interventionist economic trade [...]
Market Update January 2025
Andrew’s Views The final quarter of 2024 was marked by developments in many parts of the world, with the highly polarising US Presidential elections, following on the heels of the UK’s highly anticipated Autumn Budget. Throughout the last three months [...]
Market Update December 2024
Andrew’s Views Last week was Thanksgiving weekend in the U.S. This important holiday tends to bring a gentle slowdown in activity. American markets were closed on Thursday 28th November and had a shorter trading day on Friday, allowing many investors [...]