Market Wrap-Up

Introducing Tim Chesterfield, Director & Portfolio Manager (Castle Point) and CIO (PG Group), this month’s guest author of the InvestNow Market Wrap-Up. The global economy continues to wrestle with significant headline challenges that include geopolitical tensions, trade disruptions, and fiscal sustainability concerns. However, despite these headwinds, cautious optimism remains, with a mid-cycle slowdown rather than…

Introducing Mugunthan Siva, Co-Founder & CIO at India Avenue, this month’s guest author of the InvestNow Market Wrap-Up. Indian Equity Markets in May & Outlook for 2025 The month of May 2025 was an eventful month for Indian equity markets, marked by increasing foreign investor interest and specific sectoral trends playing out in the face…

Introducing Padraig Brown, Chief Investment Officer at Mercer (N.Z.) Limited (Mercer), this month’s guest author of the InvestNow Market Wrap-Up. Introduction The start of 2025 has been marked by considerable economic, geopolitical, and market instability in the United States. A combination of slowing economic indicators, escalating global tensions, and rising policy uncertainty has led to…

Introducing Stuart Millar, Chief Investment Officer at Smartshares Ltd (Smart), this month’s guest author of the InvestNow Market Wrap-Up. Before we dive into the March 2025 Market Wrap Up, we just wanted to acknowledge the significant market volatility we have seen so far in early April, which has certainly tested investors’ resolve with global markets…

Introducing Ashley Gardyne, Chief Investment Officer, at Fisher Funds, this month’s guest author of the InvestNow Market Wrap-Up. As geopolitical tensions fray, investment opportunities may start to appear. While broad global market indices fell only mildly in February, significant shifts took place beneath the surface. Geopolitical risks resurfaced, post-election sector winners reversed course, and investors…

Introducing Mike Taylor, Founder/CIO at Pie Funds, this month’s guest author of the InvestNow Market Wrap-Up. Beyond the Magnificent 7: Is 2025 the Year of Market Expansion? The fast and the furious! 2025 has kicked off at a whirlwind pace, with an influx of news and developments keeping investors on their toes. From trade wars…

Introducing Dave Tyrer, COO at Squirrel, this month’s guest author of the InvestNow Market Wrap-Up. According to the Oxford Dictionary, “brain rot” is the official 2024 word of the year—but if you ask me, I think it might just be “volatility”. Most markets and asset classes have seen larger-than-usual movements (both positive and negative) in…

Introducing Greg Fleming, Head of Global Diversified Funds at SALT Funds Management, this month’s guest author of the InvestNow Market Wrap-Up. October was a volatile month for markets. Developed market equities gave back a fraction of their strong overall gains in 2024, falling -2.0% over the month. The global aggregate bond index also posted a…

Introducing Aaron Klee, General Manager, Investment Management & Services at AMP, this month’s guest author of the InvestNow Market Wrap-Up. We live in interesting times! Despite an almost ten per cent drop in the S&P 500 Index (the broad US stock market index) in early August, most major asset classes ended the quarter in positive…

Introducing Greg Smith, Head of Retail at Devon Funds, this month’s guest author of the InvestNow Market Wrap-Up. “… The past month has been anything but dull for markets. After the “panic attack” at the start of August, global benchmarks rebounded, led by the US indices. The Dow Jones made a new record high. The…

Market Dashboard In a nutshell: Global markets eked out gains in July amid volatility, while local markets notched their strongest month of the year. Markets around the world digested a swath of economic, political and company specific developments over the month, which initially kicked off positively with major indexes establishing more record-highs. However, disappointing earnings…

Market Dashboard Global stocks led by the US saw fresh highs in June, while local markets continued their struggles in 2024. The economic momentum of the first quarter continued into the second for global equity markets, which saw gains concentrated in a handful of (AI-related) mega-cap names. Meanwhile, rate sensitive small cap and real estate…