
Courtiers 2025 Client Seminar
Presentations & Key Highlights
2025 Market & Fund Performance Review
James Timpson, Head of Asset Management
Clarity through Chaos: Equities, History, and the Questions that Matter Most
Jacob Reynolds, Asset Management Director
Black Hole? What “Black Hole”?
Gary Reynolds, Chief Investment Officer
The Courtiers Client Seminar 2025 brought clients together for an in-depth look at the year’s biggest market trends, investment strategies, and economic outlook. Hosted across the country, the event covered topics such as:
- Interest Rate Shifts & Inflation – How falling rates and inflation trends shaped markets and what to expect next.
- Tech Sector Concentration – The rise of the “Magnificent 7,” AI-driven volatility, and whether another bubble could be looming.
- Global Trade & Tariffs – The impact of U.S. trade policies on global markets and portfolio diversification.
- Portfolio Performance – Courtiers funds delivered strong returns in 2025, with the Courtiers Total Return Growth Fund up over 17%.
- Investment Themes – From resilient UK stocks like Associated British Foods to emerging market opportunities in Chile and Asia.
The seminar also explored long-term equity market patterns, the role of diversification, and how Courtiers navigates volatility to protect client wealth.
Client Seminar articles
James Timpson covers Positive returns for Courtiers Funds in 2025.
Jake Reynolds talks equities and stocks in Attacking the difficult questions we had this year.
Gary Reynolds covers The Invisible Black Hole and How our Growth fund outperformed the Mag 7 in 2025.

Presenters

James Timpson
Head of Asset Management

Jacob Reynolds
Asset Management Director

Gary Reynolds
Chief Investment Officer
Topics covered include

Asset Allocation

Funds & Performance

Macro View
