Geopolitical uncertainty is rising - but rather than fixating on what’s unknowable, investors are better served by focusing on what we do know. In this piece, we explore how uncertainty distorts decision-making, why strong institutions matter more than forecasts, and the critical role advisers play in helping clients stay grounded.

We’re back with your latest quarterly and monthly updates. In this edition, we’re sharing a look at what shaped the investment landscape in Q1 2025, plus a quick monthly wrap of what went on in March. As always, these insights come from our partners at PortfolioMetrix, and we hope you find them useful and easy to digest.

Stay informed with this month’s market update from F&A and PMX. We explore key drivers shaping the markets, provide expert insights, and share a short video from PMX’s CIO on recent volatility.