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Important note: Please be aware that London Tyne moved to Sentinel Portfolio Management Limited on 1st June 2026 who act as the regulatory investment management firm for the London Tyne brand. Prior to this date the regulatory investment management firm used by London Tyne was Sturgeon Ventures LLP. All articles on this page created prior to the 1st June 2026 were approved for use by Sturgeon Ventures LLP and do state within the publication that at the time London Tyne was a trading name of Sturgeon Ventures LLP. As a reminder and as set out at the foot of this site, London Tyne is now a trading name of Sentinel Portfolio Management Limited.
Market Reports
Here you will find all our Market Reports
Quarterly Market Report Q2 2026
Q2 2026 delivered one of the strongest quarters for global equities in years. The S&P 500 returned approximately +15.2%, the Nasdaq 100 +27.7 and the Dow +12.9%
2025 Economic & Market Review
2025 Performance LT Cautious LT Balanced LT Opportunistic LT Cautious Outperformance: 2.46% LT Balanced Outperformance: 2.89% LT Opportunistic Outperformance: 4.59% LT CC Cautious LT CC Opportunistic LT CC Cautious Outperformance: 1.35% LT CC Balanced Outperformance: 2.32% LT CC Opportunistic Outperformance: 3.98% Jan 1 - Poland assumes the six-month rotating presidency of the Council of the European Union. Jan 20 - Donald Trump is inaugurated as the 47th President of the Uni
Quarterly Market Report Q3 2025
Q3 2025 Market Review Q3 2025 LT Performance London Tyne Cautious Outperformance: 0.62% London Tyne Balanced Outperformance: 1.15% London Tyne Opportunistic Outperformance: 1.60% LT Cost Conscious London Tyne CC Cautious Outperformance: 0.56% London Tyne CC Balanced Outperformance: 1.41% London Tyne CC Opportunistic Outperformance: 2.04% LT Performance Since Launch London Tyne Cautious Outperformance: 5.22% London Tyne Balanced Outperformance: 6.12% London Tyne Opportunistic
Quarterly Market Report Q2 2025
Outlook As we move into the second half of the year, we continue to monitor how inflation, monetary policy and growth interact. While inflation is moderating across most developed markets, central banks are showing little urgency to accelerate rate cuts. Hard data has remained resilient thus far, but we expect the full impact of tariffs to become clearer over the next six months. The Federal Reserve remains firmly on hold for now, but we expect a more dovish stance from the E
Quarterly Market Report Q1 2025
Q1 LT Performance All London Tyne portfolios continue to make positive gains in Q1 2025. London Tyne Cautious returned 2.77%, outperforming its benchmark over the quarter which returned 0.44%. London Tyne Balanced returned 3.07%, outperforming its benchmark over the quarter which returned 0.20%. London Tyne Opportunistic returned 3.06%, outperforming its benchmark over the quarter which returned -1.22%. LT Performance Since Launch (06/09/2023) Performance Since Launch All Lon
2024 Economic & Market Review
Events Jan 4 - India-Maldives Diplomatic Row. Jan 29 - Chinese property giant Evergrande with more than $300 billion in debt is ordered to liquidate by a Hong Kong court. Jan 29 - Elon Musk tweets his company Neuralink has implanted a ‘brain-reading’ device into a person for the first time. Jan 30 - Former Pakistani PM Imran Khan, already in jail on corruption charges, sentenced to a further 10 years for leaking state secrets. Feb 7 - Israeli Prime Minister Benjamin Netanyahu
Quarterly Market Report Q3 2024
Overview In Q3 2024, global financial markets experienced mixed performance, with equities generally advancing despite ongoing volatility. Central banks, including the US Federal Reserve and the European Central Bank, initiated or continued interest rate cuts as inflation eased and economic growth slowed. Emerging markets outperformed developed markets, benefiting from policy easing in the US and China. Challenges persisted, such as the sluggish growth in Europe, particularly
Quarterly Market Report Q2 2024
Overview Despite a turbulent beginning to the quarter, financial markets in the U.S. swiftly adjusted to a ‘no-recession soft landing’ scenario, as reflected in the optimistic earnings growth expectations and the levels of defaults priced into high-yield credit spreads. Conversely, mixed data signals, particularly concerning inflation and labour markets, have postponed the timing and extent of potential rate cut cycles from several major central banks. We maintain the belief
2023 Economic & Market Review
Events Jan 1st - Russia-Ukraine War Continues Jan 8th - China end zero COVID-19 policy Feb 6th - Turkey and Syria Earthquake March 10th - Collapse of Silicon Valley Bank to be followed by Signature Bank and First Republic Bank March 10th - Xi Jinping re-elected as China’s president March 14th - OpenAI launches ChatGPT-4 March 16th - President Macron uses special powers to force through unpopular pension reforms March 24th - Brexit deal for Northern Ireland formally signed May
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