Advisors’ Bulletin
Get expert insights into investments and the world market.
Market Review – January 2026
Executive Summary January 2026 saw a rotation in global leadership as U.S. large caps trailed both international counterparts and small caps. Fixed income markets grappled with the impact of expansionary policy measures, such as the “One Big Beautiful Bill Act” and heightened Japanese fiscal spending, which pushed yields higher. While the U.S. macro environment held […]
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Market Summary – December 2025
Choppy Year-End Trading Amid Macro Uncertainty December 2025 saw global financial markets conclude the year with mixed butresilient performance. U.S. equity benchmarks ended largely flat after early gainsfaded into year-end holiday trading, while international markets outperformed theirU.S. peers for the first time in several years. Central bank policy shifts, particularly inthe U.S. and UK, remained […]
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Monthly Market Wrap – November 2025
Resilience Amid Shifting Leadership November 2025 was a month characterized by resilience and a notable shift in market leadership, ultimately extending the overall equity market gains for the year. After a brief wobble early in the month, the market regained momentum, benefiting from supportive economic fundamentals, fading recession fears, and the expectation of continued monetary […]
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Global Market Wrap – October 2025
1. Global growth & policy environment Key themes 2. Equities Performance snapshot October 2025 Drivers & risks Outlook 3. Fixed Income Market context Key metrics & insights Outlook 4. Gold & Commodities Gold Crude Oil & Energy Asset Class Approx. October Return* Oct Allocation View Equities (Global) +2-5% (US S&P ~2.3%)) Overweight Fixed Income (Global) […]
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Monthly Market Recap – September 2025
Executive Summary September 2025 was a pivotal month for global financial markets, driven by monetary policy shifts, macroeconomic data, and geopolitical developments. U.S. equities surged, led by technology and AI sectors, following a Federal Reserve rate cut. Commodities recorded selective gains, cryptocurrencies remained resilient, and fixed income markets displayed mixed trends. Globally, Europe and Japan […]
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Monthly Market Recap – August 2025
Global Markets Continue Their Upward Trajectory Executive Summary August 2025 delivered another strong month for global equity markets, with broad-based gains across major indices and improved market participation. The S&P 500 gained 1.19% to reach 6,465.94, while international markets, led by China’s exceptional 7.87% surge, demonstrated global investment appeal. What made this month particularly encouraging […]
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Monthly Market Update – July 2025
Macroeconomic Outlook and Key Economic Indicators July 2025 was marked by a complex macroeconomic environment in the United States, characterized by a deceleration in growth alongside persistent inflationary pressures, amid evolving trade and policy developments. Real GDP growth was expected to rebound strongly in Q2 after a modest contraction in Q1, with the median forecast […]
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