Click Here for Printable Version 2025 was another positive year for balanced portfolios, with the new bull market finally confirmed as growth spread across all equity asset classes. China drove the Far East and Emerging Markets to the top of the performance table followed by Germany and Europe. Here aggressive cuts in interest rates helped … Continue reading “December 2025 Market View”

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”