Observations on markets, stewardship, and long-term decision-making, written by our team.
Our monthly view on markets, real rates, and the structural shifts shaping how private capital should be positioned. Written by the Charlwood Wealth investment team.
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Global equities rose 6.3% as a ceasefire between the US and Iran and a strong earnings season restored investor confidence, while inflation risks quietly built beneath the surface.
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Global equities and bonds fell as the outbreak of conflict repriced inflation and interest rates, while energy posted its largest one-month gain on record.
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Global equities rose 1.2% as capital rotated from high-valuation technology into value, with the UK and Japan strong, before month-end strikes on Iran unsettled markets.
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Markets outside the US led the start of the year, with emerging markets and the UK strong as the FTSE 100 broke 10,000 for the first time.
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Global equities closed an exceptional year at record highs, with the UK up 22% and precious metals the standout, as diversification beyond US technology was rewarded.
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Global equities slipped 0.8% as AI valuations wobbled and the longest US government shutdown ended, while precious metals and miners extended their run.
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