Quarterly Market Review
2nd Quarter 2025
Here's a breakdown of what happened last quarter. This is for those of you interested in aspects such as which countries returns were higher (Korea!) or whether Value / Large or Smaller companies performed better in the period. There is also a Long-Term Market Summary and Average Quarterly Returns for Stocks and Bonds going back 20 years!
This should provide comfort that maintaining a well-diversified investment approach, rather than making predictions about what will come next, is more reliable for your savings.
With this in mind we help develop carefully considered financial plans to achieve your life objectives for the future which is probably what matters more to you!
Risks : Buying Investments can involve risk. The value of your Investments and the income from them can go down as well as up and is not guaranteed at anytime. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance. This information is intended for educational purposes and should not be considered a recommendation to buy or sell a particular security. The views expressed here are subject to change without notice and we can’t accept any liability for any loss arising directly or indirectly from any use of it.
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