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Quarterly Market Commentary: Q2 2026

Jul 24, 2026

The second quarter of 2026 was unsettled. Investors faced three key issues: uncertainty around central bank policy, inflation that is proving slow to fall, and economic growth that is slowing but not collapsing.

Market Update Q1 2026

Apr 15, 2026

In summary, the first quarter of 2026 started on a cautiously optimistic note, with policymakers maintaining a holding pattern and central banks signalling they would respond to incoming data.

Market Update Q4 2025

Jan 16, 2026

In summary, the final quarter of 2025 saw central banks pivoting toward rate cuts despite stubborn inflation, particularly from tariff pressures in the United States.

Market Update Q4 2024

Jan 14, 2025

Much like his billowing hairstyle, the cloud hanging over Q4 was equally impossible to ignore and endlessly discussed: Donald Trump’s imminent return as the now-47th President of the United States. Market reactions have been mixed.

Q3 2024 Market Update Report

Oct 10, 2024

Interest rates have dominated investor sentiment this quarter, driving pronounced volatility in bond, equity and currency markets.

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