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Investment Update

Q1 2025

16 Jan 2025

What do engagement rings, wine lists, digestive biscuits and Big Macs have in common? They feature in our Q1 2025 investment update.

Last year was proof that the unexpected should become the new norm in the financial markets, and making predictions is no straightforward feat. That’s why our Chief Investment Officer Martyn Surguy alludes to diversification where the best possible scenario is to have a view of what might happen.

Martyn also reflects on performance in the context of market events in 2024, looking at the key drivers of investment performance.

Ahmer Tirmizi, Head of Fixed Income Strategy, has also been busy looking at anchoring bias and how it affects our decision-making, and how at 7IM we avoid running into it in our investment decisions.

Then, South-east Londoner Sam Hannon, Investment Associate, examines what’s behind the proliferation of fast food and the aspects of that industry that make it so appealing to many of us.

In recent years, we’ve done our best to ignore market predictions and avoid making too many ourselves. Instead, we’ve focused on building a sensible spread of assets to withstand any events. Don’t ignore any region, sector or asset class; hold them all in controlled size.

Martyn Surguy, Chief Investment Officer

This document has been produced by Seven Investment Management LLP from internal and external data. Any reference to specific instruments within this document are part of widely diversified portfolios and do not constitute an investment recommendation. You should not rely on it as investment advice or act upon it and should address any questions to your financial adviser. The value of investments can vary and you may get back less than you invested. Past performance is not a guide to the future. Tax rules are subject to change and taxation will vary depending on individual circumstances.