Monthly markets review – December 2025
December wrapped up 2025 with calmer markets, dovish central bank signals and a strong finish for UK equities – even as underlying economic data painted a mixed picture.
Invest now or wait? Navigating today’s concentrated market
Markets are hitting record highs, but a handful of giant companies are doing most of the heavy lifting. With concentration risk rising and investors wondering whether to wait for a pullback, the real question is: does timing the market ever truly pay?
2025 markets: The year in review
The route through 2025 was not smooth, but the end result has been more resilient than many would have predicted in January.
The role of bonds in multi-asset portfolios
For multi-asset investors, bonds play a critical role in balancing a portfolio by providing both income and diversification. Here, we explore the importance of their contribution.
ETF study: An investor’s guide to a booming market
Every year, so many ETFs are released that it becomes increasingly complex for investors to select the right ones. A new Lumin study provides clarity on the ETF market.
Monthly markets review – August 2025
August was a month of surprises – from unexpected rate cuts in the UK to soaring U.S. tech stocks riding the AI wave, markets were anything but quiet.
Trump, market volatility and the value of being diversified
In volatile markets, it’s tempting to chase short-term gains or flee risk altogether. But history is clear: those who stay diversified and invested are the ones most likely to succeed over time.
Monthly markets review – July 2025
Stock markets around the world reached record highs in July, driven by strong earnings and progress in trade negotiations. While tariff risks remain elevated, the shift from threats to agreements lifted sentiment.
Lumin Portfolio Check: Analysis and tips from our experts
Our Portfolio Check helps clients assess whether their current investment mix is well-positioned for today’s market conditions. Let’s take a look at a recent example, along with analysis and tips from Investment Manager, Elliott Frost.
Monthly markets review – June 2025
Trade tariffs continued to affect markets in June 2025, though uncertainty did start to ease. Equity markets traded higher again to extend their historic rally off the back of April’s correction lows, meanwhile bond prices also rose, and Gilt yields moved lower across the entire curve.
