Q4 Market Insights Round Up - Carrington Wealth Management

Thank you for joining us on Monday, we hope you found the session interesting and informative. If you couldn’t make it, you can catch up by watching the recording 👉🏼 HERE or by clicking the image below.

We discussed the following key topics…

Macroeconomic Themes
The key macroeconomic themes of 2025, including a notable reallocation of capital away from the US as investors responded to political uncertainty under President Trump and questioned the continuation of US exceptionalism.

Portfolio Performance
Portfolio performance during the fourth quarter, as well as performance across the full year in 2025.

Market Outlook
The market outlook and the growing risks associated with the AI-driven bull run of recent years as we look ahead to 2026.

We hope you find this review insightful and we look forward to hearing from you if you have any questions.

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