Pacome Breton

Investors in both equity and bond markets had reasons to be cheerful in September, encouraged by the Federal Reserve's September rate cut and expectations the US central bank will continue to ease policy. 

Having held interest rates all year so far, the Federal Reserve has enacted a 0.25% cut. This brings its target range to 4.00%–4.25%. The question now turns to how many more we could see by the end of 2025, with a further two currently forecast by the Fed.

June was a strong month for many financial markets. Discussions progressed between the US and its trading partners, bolstering investor confidence. Pacome Breton, Head of Portfolio Management, reviews the month and reflects on the first half of the year.

April was an action-packed month for financial markets, with higher-than-normal volatility. Sharp, tariff-related falls for many asset classes were followed by sustained recoveries. Pacome Breton, Head of Portfolio Management, reflects on the month.

Investors are struggling to get on the same wavelength as the new Republican administration in the US, and it has rattled markets. Our Head of Portfolio Management breaks down what's happened and why.

In January, all eyes were on President Trump as he returned to the White House for a second term. Equity markets gained, but there were signs of investor uncertainty.