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News & Insights

The latest news, views and commentary from Delphi funds.

Macroeconomics
Further gains despite uncertainty
16 February 2026

Equity markets rose in January, supported by improved growth signals and increased risk appetite, despite geopolitical unrest and currency movements.

Macroeconomics
Geopolitics in Motion
9 January 2026

The global economy entered the turn of the year with a more stable growth outlook than feared. ...

Macroeconomics
Fog, Trump and interest rates
12 December 2025

After the turmoil around the shutdown in the US, equity markets ended slightly up in November, ...

Macroeconomics
Shutdown, Cuts, and Trade Truce
10 November 2025

Stock markets rose in October, driven by rate cuts and an easing of the trade conflict between the ...

Macroeconomics
When Politics Meets Monetary Policy
16 October 2025

The stock markets continued to rise in September, driven by interest rate cut in the US and renewed ...

Global Stock Markets
Fading Tariff Fears Provide Breathing Space
12 September 2025

Equity markets continued higher in August, driven by fading tariff fears and expectations of ...

Global Stock Markets
Trade deals fuel risk appetite and stock market records
12 August 2025

Stock markets continued their upward trend in July, driven by easing trade tensions and a series of ...

Macroeconomics
Debt ceiling in focus
6 June 2025

In May, we witnessed a mixed performance in the global stock markets. The focus was on the debt ...

Global Stock Markets
Global Stocks Rise Amid Recession Fears
9 May 2025

The global stock markets continued to rise in April, as concerns about the banking crisis gradually ...

Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager’s skills, the fund’s risk profile and management fees. The return may become negative as a result of negative price developments. There is risk associated with investing in funds due to market movements, currency developments, interest rate levels, economic, sector and company-specific conditions. Returns may increase or decrease as a result of currency fluctuations. Prior to making a subscription, we encourage you to read the fund's prospectus and key investor information document which contain further details about the fund's characteristics and costs.