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Investment update

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Latest updates

April 2026 investment website banner
27 May 2026
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Investment update - April 2026

In April, the regional conflict in the Middle East escalated into a systemic supply-side shock driven by the sustained closure of the Strait of Hormuz
March 2026 investment website banner
27 Apr 2026
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Investment update - March 2026

In March, the US and Israel military conflict against Iran escalated, causing widespread disruption and drove markets sharply lower.

Previous updates

Website banner February newsletter
20 Mar 2026
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Investment update - February 2026

Markets in February reacted to rising tensions between Iran, Israel and the US, with strikes in Iran and retaliation spreading across the Middle East.
January 2026 investment website banner
26 Feb 2026
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Investment update - January 2026

January markets fixated on Middle East tensions and possible US strikes on Iran, while Trump nominated Kevin Warsh for Fed Chair.
December 2025 investment newsletter website banner
22 Jan 2026
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Investment update - December 2025

Venezuela’s political crisis adds volatility to oil markets, even as higher OPEC+ output pushes WTI lower through December and into 2025
November 2025 investment newsletter website banner
19 Dec 2025
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Investment update - November 2025

In November, global conditions shifted after the Trump administration moved to purchase ownership shares in private firms vital to national security.
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28 Nov 2025
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Investment update - October 2025

In October, global markets were driven by surging AI investment, nearing US$1.5 trillion in 2025.
September 2035 investment update website banner
28 Oct 2025
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Investment update - September 2025

Markets were mixed in September, shaped by shifting macroeconomic and geopolitical dynamics.

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29 Sept 2025
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Investment update - August 2025

August saw continued volatility in global markets as investors weighed softer data against monetary policy signals.

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26 Aug 2025
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Investment update - July 2025

Global equity markets extended gains in July, supported by resilient economic data, moderating inflation, and expectations of policy easing.

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4 Aug 2025
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Investment update - June 2025

Global equity markets extended gains in June, supported by easing inflation, hopes of rate cuts, and resilient economic data.

May 2025 newsletter
26 June 2025
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Investment update - May 2025

Global markets rallied in May as easing US-China trade tensions revived risk appetites. US equities surged, with the S&P 500 up 6.2%.
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26 May 2025
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Investment update - April 2025

In April 2025, global markets remained volatile as the effects of US President Donald Trump’s surpri...
2025 Webiste banner Investment update March 2025 v1
24 Apr 2025
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Investment update - March 2025

In March 2025, global markets dropped sharply as investors reacted to US President Donald Trump’s sw...

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