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Market Commentary for Quarter 4

Market Commentary Quarter 4 2025

11.02.2026

Read our Market Commentary for Quarter 4 2025.

In this edition, we focus on the following key themes:

  • Why market returns broadened beyond a handful of large US stocks
  • How commodity price swings affected inflation and portfolio positioning
  • What falling interest rates mean, and don’t mean, for investors in 2026

For a more in-depth look at the latest market trends and what they could mean for you, please refer to our full Commentary.

 

Should you have any questions or would like to discuss any of the points mentioned in this Quarterly Commentary, please do not hesitate to contact us your adviser.

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