James Penny, 13 January 2025
Quarterly Market Update Q1 2025
Q4 of 2024 marked a strong finish to a positive year for investors, particularly those invested in U.S. stocks, which continued to drive portfolio performance. Several significant events influenced the market, making it somewhat of a standout in terms of geopolitical developments for 2024. President Trump’s landslide election victory, continued interest rate cuts by the Federal Reserve against resurgent inflation, geopolitical instability with two military conflicts, and Labour's first budget. Overall, we at TAM were pleased with the performance of markets in 2024 and importantly our ability to capture this performance for our clients' portfolios. We, like many others, chose...
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Francis Banzon, 06 January 2025
Sharia Market Update Q1 2025
In 2024, markets were defined by a potent mix of bullish momentum in equity markets, delicate central bank manoeuvres, geopolitical tensions, and a U.S. presidential election that rekindled debates on trade and regulatory policies. This confluence of factors underscored the resilience of global markets while exposing vulnerabilities particularly in regions outside the U.S. Equity markets kept alive by the U.S. Once again, U.S. equity markets had a stellar performance, buoyed by the unrelenting dominance of the so-called “Mag-7” stocks as artificial intelligence (AI) continued to dominate market narratives. A theme we have kept exposure to within our Sharia portfolios, helping...
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