Our wholly owned investment manager, IndexInvest, directs how investment portfolios are allocated across asset classes (shares, property, bonds, cash, etc) and global investment markets. Below are insights of what 2024 delivered for you. Geopolitics and Markets Geopolitical events played a significant role in shaping market sentiment. The conflict in Ukraine intensified, leading to disruptions in energy markets and increased defence spending globally. The year 2024 was notable for elections, with over 60 countries going to
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14 Jan 2025
8 Feb 2024
We are pleased to release the investment reports for the fourth quarter of 2023. These reports provide a comprehensive overview of financial markets activity and the performance of each portfolio model from inception through to the latest quarter ending 31 December 2023.Key highlights of the Q4 2023 Investment Reports include:Performance Overview: A detailed analysis of each portfolio’s performance, highlighting any significant achievements or areas for consideration.Asset Allocation: A breakdown of investments across various asset classes,
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