It has been an eventful and often volatile start to the year for global markets. The first quarter of 2025 saw significant drawdowns, but this was nothing in comparison to what markets endured from April 2nd and the trading days that followed, largely driven by the economic policies of the US and Donald Trump.
Over the past year, US stocks have delivered strong returns, but much of the gains have come from a select few tech giants. The ‘Magnificent Seven’ – Apple, Microsoft, Amazon, Alphabet, Nvidia, Meta, and Tesla – have been the driving force, fuelled by the AI boom. However, cracks are starting to show….
It’s hard to believe it’s been two years since we introduced our Select Retirement Income (RI) and Retirement Income Plus (RI+) portfolios in February 2023, with the aim of expanding the options for investors in decumulation.
After a turbulent few years, UK equities are looking more attractive than ever. Valuations for UK stocks, especially in the small and mid-cap space, are at historic lows. In addition, a surge in share buybacks and mergers and acquisitions (M&A) alongside a new government that appears to be increasingly focused on supporting investment puts the UK market in a good position for a resurgence. So, is it time for investors to take another look at the UK?
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.
I work for an advisory / professional firm or other eligible counterparty.
I will take responsibility for any jurisdictional restrictions that apply to the services described by this website in accordance with applicable law and regulation.
I have read and accept that Cookies are used on this website. I understand that a Cookie will show that I have accepted the terms to access this website.
I confirm that I am resident in the UK or other EU Country and I am not a US citizen.
I have read and accept that Cookies are used on this website. I understand that a Cookie will show that I have accepted the terms to access this website.
The content of this website may only be viewed by persons that meet either of the above conditions. If neither option is applicable please click here which will close this webpage.
