Search

In summer 2024, we completed our third annual submission as a signatory to the United Nations Principles for Responsible Investment (UNPRI). Based on the scope of our activities, Thomas Miller…

October was a broadly positive month for markets, with developed market equities rising by +2.8% and government bonds also delivering gains in several regions. The month began with heightened…

Markets delivered strong returns through the third quarter of 2025, with most major asset classes finishing higher as trade tensions eased, enthusiasm around artificial intelligence remained…

August was a solid month for equities, extending a run of positive monthly returns stretching back to May. The main drivers over the month were solid US earnings for Q2 and dovish comments from…

Tariffs were once again the primary driver of equity returns in July, with multiple relief rallies occurring as various trade deals with the US were announced during the month, including the EU and…

Markets continued to look through any political noise in June as risk assets enjoyed further gains, with many markets reaching record highs once more. Looking at the quarter as a whole, the strong…

May was a strong month for many financial assets, extending their recovery as tariff tensions eased. This, combined with a robust economic backdrop, was enough for risk assets to re-find earlier…

Disorderly, seismic, tumultuous, these are just some of the adjectives that could be used to describe April’s market conditions following the Trump administration’s announcement of broad-based…