Global markets continue to navigate a cocktail of geopolitical stress, economic ambiguity, and sentiment whiplash. The U.S.–China tariff saga, armed conflicts across various regions, and anxiety around the earnings power of the tech “Magnificent Seven” are feeding an environment dominated more by volatility than clarity.

If we reduce our exposure to risk assets now, and trade tensions resolve, we risk under-performance. But if we remain fully invested and the conflict escalates, we may suffer meaningful short-term draw-downs. This dilemma requires a thoughtful, flexible strategy—one that minimises regrets and maximises our ability to adapt as the situation evolves.

Global markets have recently stumbled under the weight of multiple pressures. Chief among these are: Tariff uncertainty, with the Trump administration poised to reintroduce sweeping reciprocal tariffs. A US tech sector selloff, which has rippled through growth-heavy indices. Sticky inflation and central bank inaction, with major economies keeping interest rates elevated longer than expected. Geopolitical…

Global markets remain uncertain, influenced by a combination of economic slowdown concerns, shifting investor sentiment, and geopolitical factors. While some sectors continue to show strength, others face headwinds due to capital outflows, high valuations, and evolving macroeconomic conditions. In times like these, a disciplined and strategic approach to portfolio management is crucial.

Recent developments in the technology sector, such as the disruption caused by the Chinese startup DeepSeek and heightened volatility due to interest rate changes have undoubtedly captured the attention of investors. While such news often triggers short-term market turbulence, we want to reassure our investors in the 1nvest S&P500 Info Tech Feeder ETF (ETF5IT) that…

ETFs (Exchange-Traded Funds) are often considered a superior asset in actively managed portfolios for several reasons, blending the flexibility of stocks with the diversification of mutual funds. Here’s a breakdown of why they are advantageous.

The global economy is currently experiencing a deceleration in inflation rates. The International Monetary Fund (IMF) projects a decline in global headline inflation from 6.8% in 2023 to 5.2% in 2024, attributed to easing supply chain constraints and moderated commodity prices.

The third quarter of 2024 was marked by heightened volatility, particularly within the technology sector. This sector, often led by what has been dubbed the “Magnificent Seven”—Apple, Microsoft, Alphabet (Google), Amazon, Nvidia, Meta Platforms, and Tesla—faced significant market challenges.

Despite recent market turbulence triggered by the Bank of Japan’s actions, our portfolios remain robust, well-diversified, and have experienced excellent growth over 2024. Our exposure to over 1000 stocks and various bonds through passive index ETFs ensures a balanced and resilient investment strategy.