Market reviews
A concise look at the latest market movements and insights
Market review
October 2025
UK What’s in the red box? During September, investors became increasingly preoccupied by possible measures in the forthcoming Autumn Budget. Concerns over the state of the UK’s public finances and worries over the possibility of tax increases pushed up the yield on the 30-year gilt to its highest level since 1998.
Market review
September 2025
UK Challenges ahead for the big banks? The FTSE 100 Index reached a new all-time high during August amid widespread hopes that the US Federal Reserve will implement an interest-rate cut in September.
Market review
August 2025
UK FTSE breaches 9,000: the UK equity market performed relatively strongly during July as the blue-chip FTSE 100 Index closed above 9,000 points for the first time. Over the month as a whole, the FTSE 100 Index rose by 4.2%, boosted by a strong contribution from the mining and pharmaceuticals sectors, while the FTSE 250...
Market review
July 2025
UK UK outperforms US over H1: despite a turbulent start to 2025 – compounded by an escalation of ongoing conflict in the Middle East – UK equity markets performed strongly over the first half of the year. The FTSE 100 Index rose by 7.2% on a six-month basis, outperforming the US Dow Jones Industrial Average Index...
Market review
October 2025
UK What’s in the red box? During September, investors became increasingly preoccupied by possible measures in the forthcoming Autumn Budget. Concerns over the state of the UK’s public finances and worries over the possibility of tax increases pushed up the yield on the 30-year gilt to its highest level since 1998.
Market review
September 2025
UK Challenges ahead for the big banks? The FTSE 100 Index reached a new all-time high during August amid widespread hopes that the US Federal Reserve will implement an interest-rate cut in September.
Market review
August 2025
UK FTSE breaches 9,000: the UK equity market performed relatively strongly during July as the blue-chip FTSE 100 Index closed above 9,000 points for the first time. Over the month as a whole, the FTSE 100 Index rose by 4.2%, boosted by a strong contribution from the mining and pharmaceuticals sectors, while the FTSE 250...
Market review
July 2025
UK UK outperforms US over H1: despite a turbulent start to 2025 – compounded by an escalation of ongoing conflict in the Middle East – UK equity markets performed strongly over the first half of the year. The FTSE 100 Index rose by 7.2% on a six-month basis, outperforming the US Dow Jones Industrial Average Index...