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2025 Investment Outlook

Half Year Review and Look Ahead to the Second Half of the Year

Head of Investments, Charlie Lloyd and Investment Manager, Wayne Nutland look back at the first half of the year, and a look ahead for the markets for the remainder of 2025.

This update features a deep dive evaluation into recent geopolitical events in the Middle East, Liberation Day and the impact of the ‘Pause’, and explores the sharp reversal in a decade-long trend of US outperformance.

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2025 Investment Outlook – Half Year Review and Look Ahead to the Second Half of the Year

Trust is earned.

Our overarching objective is simple – we seek to improve your financial security to help you and your family to live your lives, safe in the knowledge that your financial affairs are in good order.

We know that trust is earned; it can be given, and it can be taken away. This acts as our guiding light in our goal to be the most trusted provider of financial advice in the country.

Our investment proposition.

Hear from Charlie Lloyd, our Head of Investments, and Wayne Nutland, Senior Investment Manager, as they delve into our distinctive investment proposition. Discover what sets us apart and how our investment approach is designed to put your financial future first.