๐ ๐ผ๐ป๐๐ต๐น๐ ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐ฅ๐ผ๐๐ป๐ฑ๐๐ฝ โ ๐ ๐ฎ๐ฟ๐ฐ๐ต ๐ฎ๐ฌ๐ฎ๐ฒ
Markets were dominated throughout March by the rapidly escalating USโIran conflict, which triggered severe volatility across global equities, energy markets, FX, and fixed income. Despite intermittent periods of optimism, typically driven... Show More
๐ ๐ผ๐ป๐๐ต๐น๐ ๐ฅ๐ผ๐๐ป๐ฑ ๐จ๐ฝ
The portfolio fared a 2.8% pullback, relative to the 1.4% seen across the S&P 500.
Key Detractors were;
โข Microsoft (MSFT) โ down MTD 7%
โข Amazon (AMZN) โ also down 14%
โข AMD/NVDA were weak down 18% and 4% for the month, which pressured the broader chip complex;... Show More
๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐จ๐ฝ๐ฑ๐ฎ๐๐ฒ โ ๐๐ฎ๐ป๐๐ฎ๐ฟ๐ ๐ฎ๐ฌ๐ฎ๐ฒ
๐๐๐ป๐ฑ๐ฎ๐บ๐ฒ๐ป๐๐ฎ๐น๐ ๐ฎ๐ป๐ฑ ๐๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐
US equity markets have started 2026 on a mixed but broadly resilient footing, as investors balance strong corporate earnings momentum against ongoing uncertainty around monetary policy, geopolitics,... Show More
Dear all,
An end of 2025 round up to conclude what has been a successful year with a fantastic 63 % return.
๐จ๐ฆ ๐๐พ๐๐ถ๐๐ถ๐ฒ๐
US equities delivered another strong year in 2025, extending a multi-year bull market. Major indices finished higher, with the S&P 500 and Nasdaq outperforming the Dow,... Show More
๐ข๐๐ฒ๐ฟ๐๐ถ๐ฒ๐
Across the month, global financial markets were dominated by rate-cut speculation, a US government shutdown, political uncertainty in the UK, and shifting risk sentiment driven largely by tech valuations, geopolitics, and delayed economic data. US equities experienced a volatile and... Show More
๐ข๐ฐ๐๐ผ๐ฏ๐ฒ๐ฟ ๐ฅ๐ผ๐๐ป๐ฑ ๐จ๐ฝ
The $VOO (Vanguard S&P 500 ETF) closed the month at 6,890.59, up from around 6,664 at the start of October, marking a ~3.4% monthly gain. The index hit multiple record highs during the month, driven by strong earnings and optimism around AI-related stocks. However, it experienced... Show More
๐ฆ๐ฒ๐ฝ๐๐ฒ๐บ๐ฏ๐ฒ๐ฟ ๐ฎ๐ฌ๐ฎ๐ฑ ๐ฆ๐ป๐ฎ๐ฝ๐๐ต๐ผ๐
๐ฆ๐๐ฟ๐ผ๐ป๐ด ๐ ๐ผ๐บ๐ฒ๐ป๐๐๐บ & ๐ฅ๐ฒ๐ฐ๐ผ๐ฟ๐ฑ ๐๐ถ๐ด๐ต๐
U.S. equities have largely extended gains through September, aided by optimism over Fed cuts and strong corporate earnings. The S&P 500 gained approx. 3.5% over the course of the month.
The Nasdaq... Show More
๐๐ข๐ฑ๐๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ ๐๐จ๐ซ ๐๐๐ฃ๐จ๐ซ ๐๐ง๐๐ข๐๐๐ฌ:
August was a volatile month for US equities, with the S&P 500 gaining roughly +1.5% overall, driven by strong performances earlier in the month but tempered by a mid-month dip. The Dow Jones Industrial Average was more muted, closing the month... Show More
Another strong month with the S&P 500 marking multiple record highsโincluding an intraday peak near 6,409 on Julyโฏ29โreflecting continued strength in large-cap stocks.
Earnings & Tech Strength
โข Mega-cap tech companies, particularly Microsoft, Meta, Nvidia, $AMZN (Amazon.com Inc) and Apple,... Show More
As the month draws to an end, news has once again been dominated by macro political events. At the start of this week, market optimism is very different to that of a week ago, when escalation in the Middle East was reaching boiling point.
Friday passed we saw US equities closing at records high and... Show More
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