Reports
November 2025 Factor Performance Analysis
In November 2025, global equity markets posted modest gains as investors shifted from expensive growth and technology stocks into more attractively valued sectors.
Closing out 2025: A year of transition, transparency, and transformation
As 2025 draws to a close, the regulatory landscape for global asset managers has continued to evolve.
SFDR review – Level 1 text published
SFDR review – Level 1 text publishedOn 20 November 2025, the European Commission published its revised Level 1 text for the Sustainable Finance Disclosure Regulation (SFDR) framework. This text serves as an overhaul to the original framework, adopted in 2019 and...
October 2025 Factor Performance Analysis
In October 2025, global equity markets posted modest to strong gains. The Federal Reserve’s decision to implement a 25-basis-point rate cut provided a notable boost to investor confidence, reinforcing risk appetite and supporting global equity valuations.
Q3 2025 Plan Universe Allocation & Return Analysis
AI enthusiasm and Federal Reserve rate cut drive markets Q3 2025
From settlement speeds to strategic supervision: Regulation in transition
November’s regulatory developments reflect a continued recalibration of global supervision—faster markets, evolving consumer protections, and continuing regulatory attention on operational resilience.
Q3 2025 Preliminary Plan Universe Performance
Global equity markets posted strong performance in Q3 2025, led by continued excitement around AI (Artificial Intelligence) and a 25-basis point rate cut by the U.S. Federal Reserve.
Q3 2025 Factor Performance Analysis
Global equity markets posted strong performance in the third quarter of 2025, underpinned by a combination of easing trade tensions, excitement surrounding artificial intelligence (AI), and supportive monetary policy.
Regulation in motion: Preparing for disclosure, oversight, and data-led supervision
October brings another round of regulatory developments that underscore how financial markets are shifting toward deeper disclosure, sharper oversight, and increased reliance on data-driven supervision.
August 2025 Factor Performance Analysis
Global equity markets posted broad-based gains in August 2025, as both developed and emerging markets advanced on the back of optimism surrounding monetary policy, solid corporate earnings, and easing geopolitical tensions.
Global compliance moves in focus: From FCA signals to AI and beyond
Regulatory bodies worldwide are signaling new priorities that will shape compliance, operational processes, and technology investment in the months ahead.
July 2025 Factor Performance Analysis
While most regions delivered positive returns relative to the broader market in July, overall performance declined compared to June.