Smarter. Sharper. Your New Investment Companion Is Here. A Sharper Lens on Global Markets
- Rebecca
- Sep 1
- 2 min read
Welcome to the refreshed edition of our newsletter — designed to bring you sharper insights and clearer guidance where it matters most:
🏡 Property Markets Edition – From REITs to UK and UAE real estate, we’ll track global property cycles and yield opportunities.
📊 Financial Markets Edition – Focused analysis of equities, bonds, and the rotation across global asset classes.
Why two editions?
Because true diversification isn’t a buzzword. It’s the foundation of building portfolios that can withstand shocks, capture global growth, and protect wealth across cycles.
Why Diversification Matters – 2025 Year-to-Date Returns
Global Equities: +10% YTD — strong, but far from the whole story.
Emerging Markets (MSCI EM): +16% YTD — a reminder that growth often lies outside the U.S.
European Equities: Germany surging +26%; Europe as a whole delivering +12.7%.
REITs & Real Estate: Global REITs averaging +7.5%, buoyed by lowering interest rates — but as always, location, location defines return.
The Takeaway:
A diversified portfolio tilted 35% Europe, 35% USA, 35% Emerging Markets, with targeted exposure to REITs and property (UK/UAE), has significantly outpaced a U.S.-centric allocation this year.
Long-term investing isn’t about one market. It’s about blending opportunity, stability, and future growth.
Let's take a look at what the statistics are telling us?
From our friends at www.quantifiedstrategies.com they have provided with a great visual to put diversification in context
Key takeaways:
Equities remain the clear leader YTD, but volatility has been sharp.
Real estate provides a hidden hedge: property ownership can reduce outgoings, as mortgage costs are often lower than rental inflation.
The lesson? Not all your eggs in one basket. Diversification reduces downside while positioning you for upside in multiple regions.
In Conclusion:
Equities may be the standout performer so far in 2025, but relying on a single market is risky. A diversified allocation across equities, property, and global regions builds resilience and long-term growth.
My focus is to guide you through each area and highlight opportunities tailored to your goals.
What interests you most?
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→ 📸 @rebeccajaneellis@rebeccajaneellis
Looking ahead:In our next issue, we’ll explore the outlook for interest rates for both groups and what it means for property markets around the world — so you can position your portfolio ahead of key trends.
Geneva, Switzerland 1st September 2025
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