Click Here for Printable Version As 2025 draws to a close it has been a particularly hectic year for the global bond and equity markets. Trump tariffs, weak Japanese bonds upending the “carry trade”, the continued growth of AI, the return of strong earnings growth from the other 493 companies of the S&P 500, massive … Continue reading “November 2025 Market View”

Click Here for Printable Version October has historically been the most difficult month for markets, this time the three key market drivers, interest rates, inflation and earnings growth have all been positive factors. Artificial Intelligence remains the dominant market theme and AI related stocks continued to make progress in the month. However, there are increasingly … Continue reading “October 2025 Market View”