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Senior Investment Specialist Rebecca Cretney shares Q1 insights on how portfolios are positioned to stay resilient through energy‑driven volatility while remaining focused on long‑term opportunities.

When geopolitical conflict escalates, the human cost is always the greatest and most devastating consequence.

Senior Investment Specialist, Rebecca Cretney, shares Q4 2025 insights on how the turbulence of 2025 could lead to a more balanced position in 2026.

US tech stocks have powered the investment markets for many years, but their soaring valuations raise an important question: what happens if the bubble bursts?

After a decade in the doldrums, bonds, which for a long time were seen as the reliable workhorse of diversified portfolios, are once again commanding attention.

Senior Investment Specialist, Rebecca Cretney, shares market highlights for Q3 2025, including what really lies beyond the noise of the headlines.

A few years ago, I sat across from a client who had just read the morning headlines, which announced Russia had just invaded Ukraine. A whole series of scenarios loomed large, making markets jittery.

The first quarter of 2025 proved to be a challenging period for global markets, as escalating trade tensions, shifting monetary policy expectations, and a significant sector rotation weighed on investor sentiment.

As an investor, you’re probably used to the ups and downs of global markets, and the uncertainty that comes during tough times. When markets fall, it’s easy to think that investing has changed forever, and that recovery might never come.

Nothing seems to guarantee a sleepless night more than worry, especially when tinged with uncertainty, or a sense of possibility. Worry pulls in one direction and the possibility of change in another, ensuring our brains are so distracted analysing risks and possibilities that sleep becomes entirely elusive.

The last quarter of 2024 was marked by a backdrop of geopolitical tensions, shifting central bank policies, and significant political developments.

As the curtain falls on 2024, we welcome a new year brimming with possibilities and challenges. 2025 is poised to be a year of transformation and continued innovation, with dramatic shifts in global politics, economic strategies, and market trends. The stage is set for an eventful journey, and market participants are watching with bated breath to see how these changes will unfold.

Q3 began with optimism, as a cross-asset rally in early July pushed the S&P 500 to an all-time high. This was short-lived, as earnings reports from key technology firms failed to meet high expectations, dragging the Magnificent 7 into correction territory.

As the US presidential election on the 5th November draws closer, discussions around its impact are heating up. With the US having a large economic, political, military, cultural, technological, scientific and environmental influence globally, the ramifications of either candidate winning the race could not be more significant.

Did you know $5.25 trillion is invested in US equities by non-US residents every year? If you hold shares in Tesla, Apple, Nvidia, or any other US incorporated company, then the US tax man might be entitled to a significant portion of the value of those shares upon your death.

When a significant global event occurs, investors often react with a flurry of activity in the market. In recent years, we have witnessed a fair share of such events, which has left us feeling like we are in a period of permanent crisis, or a ‘permacrisis’. As always, we remain calm and vigilant to what is happening with our investments.

One upside to the steady stream of central bank rate hikes is that higher interest is now finally being paid on cash savings. After years in which returns on cash were virtually zero, savings accounts paying over 5% may sound appealing, but is cash an answer for your long-term goals?

Can sustainable investments offer sound financial returns as well as sound environmental practices in the fight against climate change?