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Investment update

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Latest updates

June investment update banner
4 Aug 2025
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Investment update - June 2025

Global equity markets extended gains in June, supported by easing inflation, hopes of rate cuts, and resilient economic data.

May 2025 newsletter
26 June 2025
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Investment update - May 2025

Global markets rallied in May as easing US-China trade tensions revived risk appetites. US equities surged, with the S&P 500 up 6.2%.

Previous updates

April 2025 investment update banner
26 May 2025
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Investment update - April 2025

In April 2025, global markets remained volatile as the effects of US President Donald Trump’s surpri...
2025 Webiste banner Investment update March 2025 v1
24 Apr 2025
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Investment update - March 2025

In March 2025, global markets dropped sharply as investors reacted to US President Donald Trump’s sw...
February investment update banner v2
20 Mar 2025
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Investment update - February 2025

In February 2025, markets experienced increased volatility due to concerns over slowing US growth, h...
January investment update banner
18 Feb 2025
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Investment update - January 2025

In January 2025, the global financial markets experienced positive returns across all major asset cl...
December investment update banner
29 Jan 2025
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Investment update - December 2024

In December 2024, the US equity markets dropped due to the Federal Reserve's updated dot plot, indic...
November investment update banner
18 Dec 2024
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Investment update - November 2024

Market updateThe US S&P 500 had a very strong month in November, increasing by 5.7% and bringing the...
October investment update banner
27 Nov 2024
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Investment update - October 2024

The US S&P 500 decreased in October by 1.0%, a soft result compared with recent times given the US market has been the strongest performer over...
September investment update banner
24 Oct 2024
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Investment update - September 2024

Market updateThe US S&P 500 increased in September by 2.0%, despite being 4% lower early in the mont...
August investment update banner
24 Sept 2024
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Investment update - August 2024

The US S&P 500 increased in August by 2.3%, adding to its very strong performance in recent times.
July investment update banner
15 Aug 2024
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Investment update - July 2024

The US S&P 500 increased in July by 1.1%, continuing its very strong run over the last 12 months.
June investment update banner
23 July 2024
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Investment update - June 2024

The US S&P 500 had a solid performance in June increasing by 3.5%, chalking up a remarkable 22.7% return for the financial year.
May investment update banner
25 June 2024
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Investment update - May 2024

The US S&P 500 led from the front in May, as global equities returned to their winning ways and retraced their April losses.

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