Weekly Investment Update

Last week In Part One, we explored the macro forces shaping the 2026 landscape: the scale and uncertainty surrounding AI investment, the deteriorating fiscal position of developed economies, and the tension between elevated valuations and cautious market sentiment. Whilst those themes continue to influence investor behaviour, Part Two turns toward asset classes and market dynamics that may offer d...

As November draws to a close and portfolio managers finalise their year-end positioning, attention shifts toward 2026. The coming year presents investors with a landscape shaped by artificial intelligence’s advance, challenging fiscal positions in developed economies, and questions about whether equity markets can sustain their remarkable momentum. Hosted on Acast. See acast.com/privacy for more i...

The investment management debate persists: active or passive? Yet framing this as a binary choice misses a more sophisticated reality. Both approaches possess genuine merit, and the question isn't which to choose but how much of each belongs in a well-constructed portfolio. Hosted on Acast. See acast.com/privacy for more information.

For over a decade, emerging markets have disappointed investors as developed market equities, particularly US technology stocks, delivered superior returns. The MSCI EM index (net total return USD) gained 8.3% in 2024 versus nearly 20% for MSCI World markets (net total return USD), continuing a pattern that cemented negative sentiment. Hosted on Acast. See acast.com/privacy for more information.

Warren Buffett's most famous investment maxim deserves careful consideration in November 2025, particularly as markets digest a year that has confounded pessimists and rewarded those who maintained conviction in American economic resilience. The US economy has demonstrated remarkable strength through 2025, with the Federal Reserve Bank of Atlanta's GDPNow model estimating third-quarter growth at 4...

Markets delivered another week of mixed signals as investors parsed through a deluge of consequential developments: earnings reports from technology's most influential companies, the Federal Reserve's latest interest rate decision, and a breakthrough in U.S.-China trade tensions. Yet beneath these headline events lies a more fundamental question about how investors should value companies in an env...

Gold occupies a peculiar position in modern portfolio construction, simultaneously dismissed as an unproductive relic and coveted as an essential hedge against uncertainty. Warren Buffett has famously derided the metal for its lack of utility, observing that it generates no cash flow, pays no dividends, and contributes nothing to economic output. Yet despite this compelling arithmetic, gold has co...

Market corrections arrive with the inevitability of changing seasons, yet they never fail to trigger the same visceral response among investors: the overwhelming urge to do something. The S&P 500's average intra-year decline hovers around 14%, a statistic that sounds alarming until you consider that markets have still finished positive in roughly three out of every four calendar years over the...

The past week delivered an intriguing paradox for equity markets. Even as the federal government remained shuttered into its second week, major indices marched relentlessly higher, with the S&P 500 climbing 0.58% on Wednesday to close at 6,753.72 while the Nasdaq Composite advanced 1.12% to finish at 23,043.38, both notching fresh all-time highs. This resilience speaks volumes about where inve...

The trading week concluded with markets displaying remarkable resilience in the face of Washington dysfunction, as major indices closed at fresh record highs despite a federal government shutdown that began October 1st at midnight. This performance speaks to the sophisticated way investors have learned to distinguish between political theatre and genuine economic headwinds. Hosted on Acast. See ac...

The equity markets concluded a pivotal week navigating the delicate balance between celebrating monetary accommodation and absorbing cautionary guidance from Federal Reserve Chair Jerome Powell. The S&P 500 fell to 6,637 points on September 24, 2025, losing 0.30% from the previous session, marking a measured retreat that speaks more to prudent profit-taking than fundamental concern. Hosted on...