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You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.

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Market Updates

Keep Up To Date With The Latest Market Commentary From Our Investment Committee

Market Updates

Q1 2025 Review & Q2 2025 Outlook
Market Update

Q1 2025 Review & Q2 2025 Outlook

Skybound Group Chief Investment Strategist Jabir Sardharwalla reviews fund Commentary: Q1 2025 Review & Q2 2025 Outlook

April 10, 2025
Q4 2024 Review & Q1 2025 Outlook
Market Update

Q4 2024 Review & Q1 2025 Outlook

Skybound Group Chief Investment Strategist Jabir Sardharwalla reviews fund Commentary: Q4 2024 Update & Q1 2025 Outlook

January 17, 2025
Q3 2024 Review & Q4 2024 Outlook
Market Update

Q3 2024 Review & Q4 2024 Outlook

Skybound Group Chief Investment Strategist Jabir Sardharwalla reviews Q3 market performance and looks ahead to Q4.

October 10, 2024
Q2 2024 Review & Q3 2024 Outlook
Market Update

Q2 2024 Review & Q3 2024 Outlook

Skybound Group Chief Investment Strategist Jabir Sardharwalla reviews Q2 market performance and looks ahead to Q3.

July 15, 2024
UK Election: Insights and Implications for Expats
Market Update

UK Election: Insights and Implications for Expats

Chief Investment Strategist at Skybound Capital, Jabir Sardharwalla shares key insights on the General Election results

July 5, 2024
Synchronised Rate-Hikers Start To Disperse
Market Update

Synchronised Rate-Hikers Start To Disperse

A generally bullish, risk-on week aided by talk that Europe & UK look set to lower interest rates, meanwhile the US remain somewhat undecided.

May 13, 2024
April Worst Month For S&P500, As 2024 Races On
Market Update

April Worst Month For S&P500, As 2024 Races On

The final week of April resulted in the worst month for the S&P500 & US Treasuries in 6 months, as concerns mounted around inflation and geopolitics.

May 7, 2024
Attractive Opportunities Lie In AI
Market Update

Attractive Opportunities Lie In AI

The next two years, largely on the back of technology (AI, Robotics and Biotech) is going to change how companies operate. This is “dot.com part deux”.

April 29, 2024
Economic Markets See-Saw
Market Update

Economic Markets See-Saw

Following on from last Saturday’s geopolitics, it's no surprise that markets have gone through a see-saw. With safe haven assets shooting up.

April 22, 2024
Q1 2024 Review; Q2 Outlook
Market Update

Q1 2024 Review; Q2 Outlook

Global REITs and Global Agg (Bonds) declined over the Quarter. Commodities, Commodities, helped by the energy component, turned positive.

April 15, 2024
Risk Off!
Market Update

Risk Off!

There has certainly been an air of “Risk Off” this week spiked by a couple of factors with US Inflation data and Energy Prices

April 15, 2024
Inflation, Global Activity And Gold!
Market Update

Inflation, Global Activity And Gold!

Analysts are revising, upwards, their gold price projections, inflation and witnessing a further pickup in global activity.

April 8, 2024
Global Interest Rate Shifts and Regional Trends
Market Update

Global Interest Rate Shifts and Regional Trends

We look at the global shift in interest rates and regional trends. Negative rates end, while some go down and others remain the same.

March 25, 2024
Data Release
Market Update

Data Release

Last week saw the release of the February Consumer and Producer inflation data for the US. The worry was around Producer (or input) price inflation

March 18, 2024
Key Highlights and Flow Drivers
Market Update

Key Highlights and Flow Drivers

Jerome Powell gave his Humphrey-Hawkins testimony. The key punchline: “Rate cuts are coming, but not imminent

March 11, 2024
Asset Classes Set All-Time Highs
Market Update

Asset Classes Set All-Time Highs

February was a strong month but, most notably, some asset classes (like the Nikkei) set all-time highs from its previous record set in 1989.

March 4, 2024
On The Cusp Of Something New
Market Update

On The Cusp Of Something New

A busy week saw the disclosure of the full Fed meeting minutes, China lowering its 5-year LPR, New highs set by Japanese stocks and an AI-led tech rally

February 26, 2024
Bond Yields Forced To Rise Higher
Market Update

Bond Yields Forced To Rise Higher

Strong inflation data was released which forced bond yields to rise higher (i.e. bonds fell in value) as enthusiasm of rate cuts became tempered.

February 19, 2024

Market Overview

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Market Data by TradingView
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