February 2026

Monthly Market Overview – February 2026 Global equities edged higher despite a large sell-off in the AI-themed stocks. Semiconductor companies continued to gain market share, while the software sector has taken the brunt of the …

2026 Budget Speech

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December 2025

Monthly Market Overview – December 2025 Global equity markets took their foot off the gas as the year came to an end. Developed market equities idled along, as the S&P 500 closed positively for the …

November 2025

Monthly Market Overview – November 2025 Global equity markets appear to be pausing the strong momentum that has been evident since Liberation Day. Despite robust earnings results in the US, concerns about high market valuations …

October 2025

Monthly Market Overview – October 2025 Global markets rose to record highs on the back of US equities’ strong growth in a volatile month. Despite the US government shutdown and an escalated trade war with …