Wayfarer Quarterly Commentary – Q4 2025
Macro
As in the previous quarter, economic data was mixed in Q4, and the picture was made murkier by the longest US government shutdown in history, which limited data availability.…
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Macro
As in the previous quarter, economic data was mixed in Q4, and the picture was made murkier by the longest US government shutdown in history, which limited data availability.…
Read more →World Market Summary
December was characterised by growing geopolitical tensions alongside regional divergence in economic growth trends and market performance. Europe led with a 2.7% gain, while the FTSE 100…
Read more →RNS Number : 9875M
TFG Asset Management UK LLP
29 December 2025
FORM 8.3
PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY
A PERSON WITH INTERESTS IN RELEVANT SECURITIES…
Read more →Summary
Although historically the best month for equity markets, this November saw global stocks sell off amidst a spike in volatility driven by fears of an AI bubble. The sell-off…
Read more →NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN WHOLE OR IN PART, IN, INTO OR FROM ANY JURISDICTION WHERE TO DO SO WOULD CONSTITUTE…
Read more →RNS Number : 1343J
W.H. Ireland Group PLC
26 November 2025
FORM 8 (OPD)
PUBLIC OPENING POSITION DISCLOSURE BY A PARTY TO AN OFFER
Rules 8.1 and…
Read more →Summary
October proved to be another lucrative month for market participants. Despite gold registering its largest intra-day decline in over a decade, the precious metal is yet to lose its…
Read more →Macro
Global economic data was mixed in Q3, with strength in August waning as we moved into September, and the majority of Purchasing Managers Indices (PMI) weakened. Gross Domestic Product…
Read more →Summary
Global markets gained nearly 4% in the month, led by strong performances from the US and Emerging Markets. The lack of retaliation to US tariffs and ongoing trade diversion…
Read more →Overview
August was characterised by slowing momentum, with markets fearing that the AI ‘bubble’ is bursting, but Federal Reserve Chair Powell’s speech in Jackson Hole helped markets to shake it…
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