Article category

Annual Market Reviews

Twelve months of major market events and interest-rate changes, followed by the current assessment and developments to watch.

Showing 1–1 of 1 publications

Annual review2026.09.15

The year falling interest rates gave way to an energy and earnings test

Over the year, more than the headlines changed: several fundamental investment assumptions shifted. US interest rate cuts gave way to a pause, while energy contributed to rate increases in…

Next step

Need a plan tailored to your situation instead of generic information?

During an individual consultation, we will assess your goals, current portfolio, risk and clear next steps.

Get an investment plan

Annual Market Reviews

The year falling interest rates gave way to an energy and earnings test

Need a plan tailored to your situation instead of generic information?

Investing should not become a second job

Thank you. I will contact you shortly.

A clear strategy instead of decisions based on instinct

Thank you. I will contact you shortly.

Mistakes cost more in a larger portfolio

Thank you. I will contact you shortly.

Professionals can look after your investment portfolio

Thank you. I will contact you shortly.

A portfolio shaped by your goals, not market noise

Thank you. I will contact you shortly.

Less uncertainty when making investment decisions

Thank you. I will contact you shortly.

Your portfolio has grown. Has its management kept pace?

Thank you. I will contact you shortly.