In fast‑moving financial markets, having a disciplined approach to managing risk is essential. Here at Copia we use a range of quantitative and qualitative tools to help guide portfolio decisions. One of the most important of these is our Risk Barometer; a structured, data‑driven indicator designed to help us assess fundamental market conditions and adjust equity exposure accordingly…
The ongoing situation in Iran has created a new wave of uncertainty for investors. One notable feature of the conflict has been the sheer volume of information being released, which has the potential to shift markets in the short term. History suggests that trying to time markets during periods of volatility is rarely a reliable strategy…
Our innovative retirement portfolios, Copia Select: Retirement Income (RI) and Copia Select: Retirement Income Plus (RI+) have passed their third anniversary. Launched on 28 February 2023, the portfolios are designed to address the needs of investors in decumulation and delivering sustainable income through different market conditions…
At the moment, it feels like every morning brings another shock, more alarming headlines and something else to worry about. Last year, the turmoil of Liberation Day didn’t arrive until April. This year, we’re barely through January and chaos already seems to reign. Markets are being pulled in multiple directions by short-term events but, if you strip away the noise, a small number of themes continue to shape the investment landscape. AI, energy and inflation are prime examples.
The year started not with a whimper, but with a bang. On 3 January, Donald Trump ordered and successfully carried out a military strike in Venezuela, resulting in the ‘extraction’ of its President, Nicolás Maduro. The action has many layers and, while it’s too early to gauge the full impact on markets, the initial reaction has been muted…
The past 12 months have been a rollercoaster for investors, dominated by inflationary pressures, market volatility and political uncertainty. Despite the headwinds, global markets have delivered positive returns. As we move into 2026, key questions remain: will growth hold, is inflation still a risk, and how will markets respond to the US midterms? Richard Warne, Senior Portfolio Manager at Copia, explores the challenges and opportunities ahead.
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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