We’ve seen decent returns across various asset classes over the last three months and again in August. Equity markets showed their ability to climb the “wall of worry” despite complex geopolitical tensions, trade policy developments and monetary policy uncertainty.
Despite a lot of political noise and further threats around tariffs, equity markets delivered strong returns in July. After several months of the dollar weakening versus sterling (and other major currencies), the US currency rebounded over the month, delivering additional returns to sterling investors. Global equities posted a sterling return of 5.7%, mainly driven by the US market which posted a healthy 6.9% return. All major equity returns posted positive returns, with the UK market +3.9%…
As we move into what’s looking like a really hot summer and take stock of the year so far there’s been plenty of interesting developments.
Despite concerns around President Trump’s trade policies and escalating conflicts with Iran, most major asset classes delivered positive returns over the quarter. While this encouraging, we have seen significant market volatility along the way…
As we move into what’s looking like a really hot summer and take stock of the year so far there’s been plenty of interesting developments.
Despite concerns around President Trump’s trade policies and escalating conflicts with Iran, most major asset classes delivered positive returns over the quarter. While this encouraging, we have seen significant market volatility along the way…
April certainly wasn’t short on market volatility as investors grappled with Trump’s erratic trade policies. It now feels like a lifetime ago since Trump announced his “reciprocal” tariffs during April 2nd’s “liberation day”. They triggered sharp market declines and a major spike in volatility across asset classes. Market sentiment improved after Trump announced he would pause tariffs for 90-days (initially except for China)…
In March 2025, global financial markets were unstable due to economic uncertainty and changing tariff policies, which made investors anxious. The Trump administration’s bold trade plans, especially new tariffs introduced in April, caused significant market changes. This summary looks back at what happened in March and how things have developed by April 2025, including the latest market responses and economic effects.
This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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