Commentary and Updates
From our regular market commentary to our expert breakdowns of government budgets and statements, here’s where you can stay up to date with all the latest financial developments.
Trump and Iran – Why We’re Not Worried
Over the weekend, we saw events escalate in Iran and across the Middle East. In this video, our Chief Investment Officer, Scott Osborne, sits down with Jessica Creasey to discuss developments, including the implications for oil prices and ultimately, why our investors shouldn't be worried.
Dr Scott Osborne: Why We Won’t Be Holding Gold – Q1 2026 Market Update.
In our latest Quarterly Market Update, Director Paul Kelly speaks with Dr Scott Osborne about gold, the devaluation of the dollar, AI 's impact on markets as well as the portfolios positioning.
Bubbles, Budgets and Barriers: Q4 2025 Market Update.
In our latest Quarterly Market Update, Paul Kelly speaks with Dr Scott Osborne about potential stock market bubbles, the upcoming Budget, tariffs and trade wars and the portfolio's positioning.
Risk You Can Control, Uncertainty You Can’t. Why We’ve De-Risked
In our latest Quarterly Market Update, Hannah Kennedy speaks with Dr Scott Osborne about the major global macroeconomic events that have shaped recent months, from shifting trade relationships and interest rate changes to geopolitical pressures.
What the Headlines Missed
It’s easy to get caught up in the headlines, and there have been plenty lately. Between rising UK unemployment and Trump’s tariff chaos, you might expect your investments to be struggling. But, in this Astute Market Overview, we take a step back to look at the bigger picture, and it’s far more positive than those headlines suggest.
Dr Scott Osborne: Why Doing Nothing Was Right – Until Now
Since Donald Trump’s so called “Liberation Day” announcements triggered chaos and a trade war with China, global market volatility has soared. A 90-day pause has allowed room for negotiations, and markets responded with a strong rebound.
Trump’s Tariffs – Why We’re Not Worried
Yesterday was dubbed “liberation day” in the US, as Donald Trump unveiled a list of reciprocal tariffs. In this update, Hannah Kennedy is joined by Dr Scott Osborne to discuss US tariffs, what uncertainty still remains, and ultimately, why we aren’t worried.
Staying Nimble in 2025: Tariffs, Trump and Rates
We are now well into 2025, and there is plenty to discuss! In this quarterly market update, Hannah Kennedy is joined by Dr Scott Osborne to delve into some of the key themes for Q1 2025.
New Year Outlook: Fund Positioning and Risks for 2025
Happy New Year! We hope that you have had a wonderful Christmas break, and that you’re feeling refreshed ready for 2025.
Trump’s Victory and Labour’s Budget: Quarterly Market Update Q4 2024
Many of the key macroeconomic events on our radar for 2024 have now unfolded: the results of the US Presidential election were called quickly in favour of Donald Trump, and Labour’s ‘book balanced budget’ (with lots of spending promises) helped boost market sentiment, there is a lot to digest.
The US Presidential Election: How does it work?
With the US election just around the corner, Hannah is joined by Dr. Scott Osborne to break down what you need to know, what impact it may have on the VT Astute funds, and whether it really matters who wins.
Astute Fund Overview – October 2024
Welcome to the latest Astute Fund Overview. This is our opportunity to share with you how the latest market moves, and economic events relate to our outlook, and also to the positioning the VT Astute funds.