Advisors’ Bulletin
Get expert insights into investments and the world market.
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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Monthly Market Recap: June 2025
June 2025 marked a remarkable recovery for US equity markets, capping off an exceptional second quarter despite earlier volatility triggered by tariff uncertainties. The month was characterized by record-breaking highs, declining bond yields, mixed commodity performance, and divergent cryptocurrency trends. International markets showed varied performance, with Japan leading gains while European and Chinese markets faced […]
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US Market Equity Report – May 2025
Executive Summary May 2025 marked a significant recovery for US financial markets following April’s tariff-induced turmoil. The S&P 500 delivered its strongest monthly performance in over a year, gaining 6.15% and returning to positive territory for 2025. This rebound was primarily driven by the temporary US-China trade agreement reached on May 12, which reduced tariff […]
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Global Market Recap: April 2025
Overview April 2025 continued the challenging market environment that began in March, as investors grappled with the aftermath of newly announced tariff policies and persistent economic uncertainty. Following President Trump’s April 2nd tariff announcement, markets spent much of the month digesting the implications of these protectionist measures, which exceeded most analysts’ expectations in both scope […]
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