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Whether your clients are interested in long term financial growth or a sustainable retirement income, we have an appropriate investment solution, delivered with the reassurance of our expertise and enhanced by our partnership approach.
High performing investment portfolios combining passive and active funds to ensure transparency, diversification and risk control.
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Equity markets finished the year on a strong note with most regions delivering double digit returns over the period and hitting all-time highs. This was achieved despite several potential headwinds including Trump’s tariff hikes, growing concerns about technology valuations and recent concerns of a potential Chinese slowdown.
Looking at December, the UK was a strong performer, returning +2.3%, bolstered by strong corporate earnings and the hope for further rate cuts, and finished the quarter as the best performing equity market…
As President Trump steps up his campaign to take “ownership” of Greenland, he took to Truth Social on Saturday to outline new tariffs that he is planning to impose on eight NATO allies, including the UK. Starting from 1 February 2026, Trump said he will put a 10% tariff on “any goods sent to the United States of America” by the eight countries. He threatened to increase the tariff rate to 25% if the US is not allowed to “purchase” Greenland by 1 June 2026…
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On Wednesday, the Energy Secretary Chris Wright confirmed that the US will control Venezuelan oil sales “indefinitely”. The next day, President Trump held a roundtable press conference with more than a dozen senior oil executives. While they acknowledged that Venezuela represented an enticing opportunity, the consensus was that significant changes would be needed before they can start investing. Exxon’s Chief Executive, Darren Woods, went as far as to label Venezuela “uninvestable” in its current state…
Read >Want to learn more? We recommend you start with a conversation.
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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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