Despite the first half of 2025 being marked by significant market falls, the US launching strikes on nuclear facilities in Iran and tariffs at a 100-year high, markets appear to be performing well. With the first half of 2025 behind us, now is a good time to take stock of the current environment and consider how to navigate what’s ahead.
An August rate cut by the Bank of England (BoE) was always on the cards, but voting was much closer than expected. On Thursday, an unprecedented tie in the voting forced a second vote with policymaker Andrew Taylor (in round one he was the only person calling for a 50-basis point cut) changing his vote to back a 25-basis point cut.
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%…
On Tuesday, Japan and the US announced a trade agreement that Trump heralded as the “largest trade deal in history”
In return, Japan will invest $550bn into the US, and according to Trump, the US “will receive 90% of the profits.” The investment is expected to be made via equity and loan support to Japanese business investments in pharmaceuticals, critical minerals and semiconductors…
An ongoing problem in the financial services industry is how much capital people hold in cash. According to the FCA’s Cash Savings Market Review, in 2023, UK consumers held £1.5trn in savings accounts. With recent market volatility and higher interest rates, it is unsurprising that some people may assume that their money is better held in cash…
On Tuesday, Japan and the US announced a trade agreement that Trump heralded as the “largest trade deal in history”
In return, Japan will invest $550bn into the US, and according to Trump, the US “will receive 90% of the profits.” The investment is expected to be made via equity and loan support to Japanese business investments in pharmaceuticals, critical minerals and semiconductors…
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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