Tech, Tariffs, Inflation: The 2025 Global Financial Market Roundup

2025 Market Wrap: The AI Rally, US Dominance, and Your 2026 Strategy. The powerful AI and US tech rally of 2025 shifted the global market landscape, rewarding specific portfolios while increasing concentration risk for others. In this market wrap, Omer Chowdhury (Head of Fixed Income and Multi-Assets at Aditum) and Chris Ball (CEO of Hoxton Wealth) cut through the noise, providing the clear, expert analysis required for confident cross-border portfolio management. Key strategic insights include:

• Integrated Diversification: Why a global, multi-asset approach is essential to capture opportunity while hedging against US concentration risk and managing multi-jurisdictional currency exposure.

• Tech Dominance: A forward-looking review of the US's tech leadership and whether current valuations and dominance are sustainable in 2026.

• Forward Planning: The strategic adjustments you need to make now to ensure your investments are integrated with your tax and long-term financial plan before the new year.

Watch the full video to gain the clarity required to manage your portfolio with trust and strategic purpose.