Quarterly investment report – October 2025

In our latest quarterly investment report, we unpack how US tariffs and central bank moves are shaping inflation and market sentiment on both sides of the Atlantic.

With AI investment driving US growth and UK real estate lagging, we reveal how our portfolios have outperformed benchmarks and competitors. By tracking asset allocation shifts and hedging strategies, this report gives you a clear, up-to-date snapshot of today’s investment landscape.