11 May 2026: Weekly Update – UK Fiscal Pressure, Gilt Yields and Inflation Risks
The combination of persistent inflation, rising gilt yields and political instability continued pressuring UK financial markets and reinforcing the need for diversification. Last week's UK local elections delivered a sweeping …
April 2026 Market Review: AI Recovery, Energy Shock and the Inflation Wave Ahead
Global equities recovered sharply in April despite continued disruption in the Strait of Hormuz and elevated oil prices. AI-related holdings and Asian markets led performance, while concerns increasingly shifted towards …
Q1 2026 Quarterly Review: Energy Shock, Institutional Risk and Global Market Repricing
Q1 2026 was defined by geopolitical escalation, energy market disruption and growing questions around institutional credibility in the US. Markets responded with sharp volatility, sector rotation and a reassessment of …
March 2026 Market Review: Energy Crisis, Market Volatility and the Return of Stagflation Risk
A major energy shock drove volatility and raised stagflation concerns. Markets reacted to shifting economic expectations. March was the month that a risk many had been watching from a distance …
19 January 2026: Weekly Update – US Concentration Risk and Portfolio Resilience
Investors increasingly reassessed concentrated exposure to US assets as geopolitical leverage and policy uncertainty challenged assumptions around American exceptionalism. Last week we wrote about the cost of uncertainty and the …
5 January 2026: Weekly Update – 2025 Performance Outcomes and Diversification
The T. Bailey funds achieved strong relative performance in 2025, supported by diversification, valuation discipline and resilient multi-asset positioning. For the first weekly update of 2026 we thought it useful …
December 2025: Water & Waste: An Investment Theme
Why Water & Waste Matters for Investors A growing global need driven by urbanisation, consumption, and resource scarcity Essential services societies rely on every day Resilient, long-term business models with …
15 December 2025: Weekly Update – The End of the US Dollar Supercycle?
A tightening Bank of Japan and softer US monetary policy may signal the beginning of a major shift away from the long-running US dollar supercycle. Following last week's US Federal …
November 2025 Market Review: AI Volatility, Diversification Benefits and UK Budget Stability
Volatility returned as AI sentiment shifted. Diversification across asset classes supported portfolio resilience. November was a largely flat month overall for investors following a long stretch of gains earlier in …
August 2025 Market Review: Labour Weakness, Policy Uncertainty and Commodity Strength
Weak US labour data and political disruption unsettled markets. Gold reached new highs while equities remained resilient despite macro uncertainty. August began with a downward jolt from the United States, …
28 July 2025: Weekly Update – Emerging Markets, AI Adoption and Diversification
Emerging market equities remained attractive due to supportive valuations, structural growth trends and diversification benefits. This week we added to emerging market equity exposure across the fund of funds portfolios …
7 July 2025: Weekly Update – Fiscal Deficits, Tariffs and Capital Preservation
Investors continued to assess the implications of rising fiscal deficits, expanding tariff policies and growing questions around long-term fiscal sustainability. US President Trump prepares to dispatch his promised tariff letters …
6 June 2025: Weekly Update – US Fiscal Concerns and Portfolio Diversification
Debate surrounding the sustainability of US fiscal policy intensified as investors assessed rising deficits, political uncertainty and long-term debt risks. Elon Musk’s public spat with US President Trump regarding US …
May 2025 Market Review: Trade Policy Volatility, USD Weakness and Global Equity Rebound
Trade tensions eased in May, supporting a recovery in global equity markets. A weaker US dollar and continued strength in gold reinforced the importance of diversification across asset classes. Following …
30 May 2025: Weekly Update – Tariff Legal Challenges and Emerging Markets Opportunities
Legal challenges to US President Trump's tariff authority created more fodder for financial markets to digest this week. A US International Trade Court ruled that most of Trump's reciprocal tariffs …
April 2025 Market Review: Tariff Shockwaves, USD Weakness and a Gold-Led Recovery
Markets experienced sharp volatility following new US tariff announcements before stabilising later in the month. Gold rallied strongly as investors sought protection from currency weakness and geopolitical uncertainty. Global markets …
March 2025 Market Review: Tariff Shock, European Stimulus and Commodity Strength
Tariff escalation drove volatility in March, while significant fiscal stimulus in Europe supported regional markets. Commodity strength, particularly in gold and copper, played a key role in portfolio performance. March …
17 March 2025: Weekly Update – Europe Stimulus and Diversified Portfolios
Shifting growth expectations between the US and Europe reinforced the value of broad diversification across regions and asset classes. Equity markets are presently reflecting shifting growth expectations between the US …
