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Update from the PMs – March 2025

Update from the PMs – March 2025

We’ve seen a continuation of short-term equity market unpredictability over recent weeks. While this is ever present, for sure, it’s exacerbated by the modus operandi of the new Trump Administration.

Update from the PMs – February 2025

We take a step back and consider from first principles some of the prevailing questions on equity markets from 2024: Are valuations too high? Are markets heading for a correction? Or should investors stay the course?