Mid-Year Investment Review: Market Trends and Portfolio Performance
Session overview:
It’s been an eventful first half of the year—so what’s worked, what’s changed, and what should your clients know?
Join Natalie Tysoe, Portfolio Specialist, and Mark Preskett, Senior Portfolio Manager, as they unpack how the markets have performed in 2025 so far—and how our portfolios and funds have responded.
This practical, insight-rich session is designed to help you:
- Understand key market drivers from H1 2025
- Review fund and portfolio performance
- Pick up talking points for client conversations
- Look ahead to what’s next
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