Investment Update

One of the apparent lessons of this year is that, in politics, elections matter less than what actually follows them. Despite seeing one of the highest voting rates in 2024, we’ve seen more change as we progress through 2025.

In this landmark year for politics, a seemingly business-friendly US president has thrown so many challenges in the financial markets’ way. The escalation of the conflict in the Middle East has certainly added to the mix of unprecedented conditions for markets.

In times like these, investors need that their money is able to grow in a fast-changing landscape – and that’s why we believe in generating returns from multiple sources, as our Co-Chief Investment Officer Matthew Yeates points out.

Next, our Head of Equity Strategy Ben Kumar takes an eagle eye view of 7IM’s portfolios and reflects about the merits of considering the journey in the context of the destination.

And later, Ahmer Tirmizi, Head of Fixed Income Strategy, takes a look at the recession vibes that he’s seen across social media channels.

Finally, Investment Manager Sam Hannon makes a case for utilities as a sector where the boring is also beautiful.