“Ch-ch-ch-ch-changes (turn and face the strange)
Ch-ch-changes, oh, look out you rock 'n rollers”
— David Bowie, 1971
Over the past few weeks, global equity markets have experienced a significant rally, with the MSCI World Index surging almost 15%(in GBP terms) since it’s low in April. This upswing has been particularly pronounced in U.S. markets, where the "Magnificent Seven" tech giants – Apple, Microsoft, Nvidia, Amazon, Meta, Alphabet, and Tesla – have led the charge. For investors who assessed their portfolios at the end of March, the recent market movements may come as a pleasant surprise as many portfolios that had looked underwater year to date are now approaching, or have returned to, positive territory for the year.
A key driver behind this resurgence has been the de-escalation of trade tensions. The U.S. administration's decision to suspend certain tariffs for 90 days and to reduce combined tariffs on most Chinese imports from as high as 145% to 30% has helped to alleviated investor concerns. China has reciprocated by lowering its tariffs on U.S. goods from 125% to 10%. It’s not a final resolution, but it’s enough of a pause for markets to breathe.
At Titan Wealth, we view these developments as indicative of the dynamic nature of global markets. Our investment strategies are designed to navigate such fluctuations, focusing on long-term growth and resilience.
It has been 20 years since we first opened our doors in 2005, and having been acquired by Titan at the end of 2024 we have now rebranded to Titan Wealth. It has been a fantastic 20 years and we are very proud to have served our clients in Guernsey and Jersey throughout that period and are delighted to continue doing so under the Titan umbrella. This rebranding represents not just a change in name, but a renewed commitment to providing exceptional investment services to our clients in the Channel Islands and beyond.
And while markets may still “face the strange”, we’ll continue to evolve our thinking and portfolios in line with the environment – just as we’ve done for the last 20 years. Change can feel unsettling, but as Bowie reminds us, it’s also part of the rhythm. “Ch-ch-ch-ch-changes” might sound chaotic – but handled well, they’re also where the opportunities lie.
As we embark on this new chapter, our dedication to our clients remains unwavering. We are excited about the opportunities that lie ahead and are committed to guiding investors through the ever-evolving financial landscape.
