Q3 2025 Quarterly Market Update – October 2025

Q3 2025 Quarterly Market Update – October 2025

The third quarter of 2025 delivered robust returns across global markets, underpinned by strong corporate earnings, growing optimism around artificial intelligence (AI), and the long awaited interest rate cut by the US Federal Reserve. Emerging markets also gained...
Offshore Bonds Explained: A Guide for Expat Investors

Offshore Bonds Explained: A Guide for Expat Investors

When it comes to tax-efficient investing for expats, offshore bonds often feature in the conversation – but they’re not always well understood. In this article, we’ll break down what offshore bonds are, how they work, and why they may (or may not!) be suitable...
Q2 2025 Quarterly Market Update – July 2025

Q2 2025 Quarterly Market Update – July 2025

You might remember Trump, tariffs, and “Liberation Day” impact dominating much of last quarter’s update. In the second quarter of 2025, markets have been resilient and have – yet again – rewarded patient long term investors, having now fully recovered from...
Why Diversification Matters – Especially Now

Why Diversification Matters – Especially Now

When it comes to portfolio theory, there’s one core principle that continues to prove itself time and time again: diversification. It’s often described as the only free lunch in investing. With market turbulence returning in 2025 particularly in US equities –...
Trump Tariffs and Trade Tensions

Trump Tariffs and Trade Tensions

The early months of 2025 have delivered a dramatic shift in the global economic landscape, dominated by the return of US President Donald Trump and a sweeping set of new trade tariffs. These measures – announced on what’s been dubbed “Liberation Day” –...