Author: David Flynn, Chief Investment Strategist and Director.
Despite a volatile global backdrop, Baggot portfolios have continued to outperform their benchmarks across all major strategies this year — from equity income to multi-asset funds.
In our latest General Update, we unpack what’s driving this performance and where we see opportunity (and risk) heading into the final quarter of 2025. From the shifting tides in US equities and the resurgence of European and Asian markets, to the long-term implications of AI-driven energy demand, this report provides a clear-eyed view of global markets — and what it means for your portfolio.
Whether you’re an investor looking for strategic insight or simply curious about how macro trends are shaping returns, this update offers valuable perspective straight from our investment team.
Download the full September 2025 Market Update below to explore:
- Portfolio performance highlights and benchmark comparisons
- Why we believe short-duration bonds still make sense
- The global shift from US dominance to emerging market value
- How commodities fit into a modern, inflation-aware portfolio
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It is vitally important that before you make any investment decision that you seek advice from Baggot Investment Partners (or an independent financial advisor) who can assess your needs and ensure a personal recommendation is made as to the suitability of this product as a part solution for your investment needs and objectives.
NOTHING CONTAINED ON THIS KEY FEATURES DOCUMENT CONSTITUTES INVESTMENT, LEGAL, TAX, OR OTHER ADVICE, NOR IS TO BE RELIED ON IN MAKING AN INVESTMENT OR OTHER DECISION. YOU SHOULD OBTAIN RELEVANT AND SPECIFIC PERSONAL ADVICE FROM BAGGOT INVESTMENT PARTNERS BEFORE MAKING ANY INVESTMENT DECISION.