Hear from our portfolio managers
A rollercoaster year so far
Stuart looks back on the key events and trends that have shaped global markets in 2025 so far in what he describes as a rollercoaster ride. He provides his outlook for the remainder of the year and discusses how these developments have influenced his management of WealthSelect.
Unusually uncertain times
CJ reflects that market returns are much better than he would have expected given all that has gone on year to date. He discusses how these developments, and his market outlook, have influenced his decision-making and portfolio positioning for the Cirilium Portfolios.
Review and outlook at mid-point 2025 by asset class
We partner with leading global fund managers, each specialising in a specific asset class. We bring you their views on UK, US, and European equities as well as fixed income.
