Monthly Report

May 2025 saw strong gains in US equities, driven by the de-escalation of US-China tariffs and robust Q1 earnings growth. Technology, communication services, consumer discretionary, and industrial sectors outperformed, while…

April 2025 delivered a potent reminder of how quickly policy-driven instability can unravel market calm. The market was upended by a barrage of aggressive tariff measures from the U.S. administration…

The first quarter of 2025 reminded investors that markets don’t move in straight lines, and neither do geopolitics. After years of U.S. outperformance, markets have entered a new regime shaped…

February was a month of significant market shifts, underscoring the importance of diversification and active management. Following a strong January, global equities faced headwinds as concerns over the implications of…

January 2025 marks a promising start to the year, with the Iza Balanced and Equity Funds delivering strong results driven by strategic asset allocation and exceptional alpha from our active…

Global markets rallied in November, with U.S. equities leading the way. Domestically focused small-cap stocks surged on optimism around Trump’s pro-growth policies, while large-cap equities also gained on expectations of…

Global markets rallied in November, with U.S. equities leading the way. Domestically focused small-cap stocks surged on optimism around Trump’s pro-growth policies, while large-cap equities also gained on expectations of…

Global markets were marked by high levels of volatility and risk aversion in October. The US presidential election and rate cut expectations played a prominent role in shaping investor sentiment.

The month of August 2024 brought both volatility and opportunities for diversified investors. Global equities faced turbulence early in the month due to disappointing US economic data...

Earnings season in the US saw mixed reactions. Four of the ‘magnificent seven’ tech giants reported results, but broadly, investors appeared underwhelmed...