Raymond Backreedy

Global equity markets have had a strong rally, driven primarily by robust growth in the US. The rise of the US dollar and shifting interest rate policies supported investor sentiment. Fixed income returns were more subdued as equities were favoured, with bond markets facing increased volatility. The US led in market performance, bolstered by optimism surrounding policy changes and tax cuts. However, concerns over inflation, geopolitical tensions, and uncertainty regarding future rate cuts could weigh on markets moving forward. Despite strong gains in specific sectors and equity styles, potential headwinds remain for global market stability.  We remain focused on the long-term, with strategic, evidence-based approach that can provide value and stability in an unpredictable market environment.

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