Q3 Market Review 2025
Our latest market commentary covers the drivers of market conditions across Q3, along with factor and asset class.
Market Commentary
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September Market Review 2025
• Federal Reserve cuts interest rates, but European Central Bank and Bank of England hold steady
• Sovereign debt pressure builds as gilt issuance hits record levels in UK
• US tech giants announce landmark investments in UK
August Market Review 2025
• Latest Trump tariffs keep markets in a cautious tone
• Bank of England cut rates by 0.25% to 4%
• Emerging market stocks appear attractive for investors
Q2 Market Review 2025
Our latest market commentary covers the drivers of market conditions across Q2, along with factor, asset class, and portfolio returns.
Calendar-Based Rebalancing (CBR) vs Tolerance-Based Rebalancing (TBR)
Portfolio rebalancing, once thought of as a necessity that occurred once a year, perhaps after a client review, or just ‘because’, is a process that has changed dramatically since the rise of Discretionary Fund Management (DFM) and Model Portfolio Services.
Ruffled Feathers: Exploring Black Swan Events
“It ain’t what you don’t know that gets you into trouble, it’s what you know for sure that just ain’t so” – Mark Twain