Adviser Newsletter, May 2025

Since our last newsletter, there has certainly been no shortage of news. Away from the headlines of lows in the S&P and the potential for a global downturn resulting from tariffs, we have been actively managing client portfolios towards their financial goals. Our view of the overvaluation of the biggest US technology names and the undervaluation of alternative investments has led to solid results.

In this latest newsletter, we wanted to provide you with insights about the impact of recent global events and provide a respite from the lurid headlines and political grandstanding. We have a short 20-minute discussion between our CIO, James Calder,  and Investment Directors James Ross-Russell and Jason Armstrong-Butler, that you will find interesting and informative. This is available in video or written format and highlights some of the better news for our well-diversified portfolios. To take a step back from the current news environment, we also feature broader articles looking at the bigger picture including the increasing use of AI in crime.

We always welcome your feedback so please do get in touch with any questions that you might have or suggestions for future newsletters.