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Review of the past quarter’s market performance, key themes driving returns, and our outlook for the months ahead.

Our strategic partnership with Evidentia investment and asset consultants, supports our Advisors with investment research.

This collaboration underscores our commitment to providing our clients with a constantly evolving service.

As part of this initiative, we are delighted to offer you exclusive access to Evidentia's comprehensive resources. These resources include detailed reports, market analysis, and strategic investment advice, all designed to support your informed decision-making.

We are confident that our partnership with Evidentia will equip you with the necessary tools and insights to navigate your investment journey successfully.

We are pleased to share our latest Strategem Q1 2025 Market Recap & Investment Insights.

In this update, Chris Carrodus, Head of Asset Consulting at Evidentia, reflects on a quarter that began with strong optimism but ended in heightened volatility and investor caution.

The year started on a positive note, with equity markets in the US and Europe climbing amid upbeat economic expectations. However, by late February, sentiment shifted dramatically as trade tensions escalated and fears of a potential US recession took hold. The situation culminated in early April with the announcement of sweeping new tariffs by President Trump, sparking one of the largest global equity sell-offs since the COVID-19 crisis.

Amid the equity market turmoil, bond markets provided a critical anchor for diversified portfolios. Chris explains how investor demand for safer assets and expectations of central bank rate cuts helped support bond prices and deliver much-needed stability.