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Investment Commentary

HomeInvestment Commentary(Page 5)
Winter aurora, Northern lights landscape
November 21, 2025
Investment Commentary

Your weekly commentary – For the week ended November 21, 2025 – From Our Partners

Global equity markets fell over the week ended November 21. Concerns that an artificial intelligence bubble is forming spooked investors, despite strong financial results and a hig

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A sweeping rural landscape of rolling hills, patchwork fields, and a winding tree-lined river under a clear blue sky. A cluster of buildings and a curving road in the foreground hint at a nearby village amid the peaceful countryside.
November 14, 2025
Investment Commentary

Your weekly commentary – For the week ended November 14, 2025 – From Our Partners

Global equity markets remained largely unchanged over the week ended November 14. Investors grew concerned about artificial intelligence (AI) valuations while wondering how delayed

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Hot air balloon sky photo
November 7, 2025
Investment Commentary

Your weekly commentary – For the week ended November 7, 2025 – From Our Partners

Global equity markets declined over the week ended November 7. Concerns over the U.S. government shutdown and worries that the AI trade may be reaching bubble territory dragged dow

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Terraced vineyards along the Douro river
October 31, 2025
Investment Commentary

Your weekly commentary – For the week ended October 31, 2025 – From Our Partners

Global equity markets were flat over the week ended October 31. Investors were underwhelmed by the U.S.-China trade truce, hoping a more substantial deal would have been reached. T

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Mountains Sunlight
October 24, 2025
Investment Commentary

Your weekly commentary – For the week ended October 24, 2025 – From Our Partners

Global equity markets moved higher over the week ended October 24. Sentiment was boosted on hopes the U.S. and China were nearing a trade deal and expectations that the U.S. Federa

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Snowy mountain range landscape background
October 17, 2025
Investment Commentary

Your weekly commentary – For the week ended October 17, 2025 – From Our Partners

Global equity markets finished higher over the week ended October 17. Comments from U.S. Federal Reserve Board officials pointed to more interest rate cuts this year. Concerns over

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Scenic autumn forest road journey
October 10, 2025
Investment Commentary

Your weekly commentary – For the week ended October 10, 2025 – From Our Partners

Global equity markets finished lower over the week ended October 10. Equity markets lost some momentum without any major economic catalysts, particularly out of the U.S. with the g

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Plitvice Lakes
October 3, 2025
Investment Commentary

Your weekly commentary – For the week ended October 3, 2025 – From Our Partners

Global equity markets moved higher over the week ended October 3. Investors pushed equities higher despite concerns about the U.S. government shutdown. Investors are expecting the

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Aerial view of the Vale of Glamorgan looking north towards Llancarfan
September 26, 2025
Investment Commentary

Your weekly commentary – For the week ended September 26, 2025 – From Our Partners

Global equity markets were largely flat over the week ended September 26. Enthusiasm about central bank rate cuts faded as investors analyzed global economic data. In Canada, the S

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Old abandoned lighthouse rocky coast
September 19, 2025
Investment Commentary

Your weekly commentary – For the week ended September 19, 2025 – From Our Partners

Global equity markets posted a small gain over the week ended September 19. The rate cut from the U.S. Federal Reserve Board (Fed) excited investors but this was partially offset b

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