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CIO Gary Reynolds explains why the tech bubble is a question of when, not if – and why Courtiers investors are positioned to navigate it.

Emerging markets were the month’s standout, seeing Courtiers’ Emerging Market portfolio return around 10%. James also highlights a new holding – Signify – world leader in lighting.

Analysis of index‑linked gilts, UK inflation expectations and gilt yields, and why conventional gilts currently provide stronger long‑term value.

2025 was a year of resilience and opportunity for Courtiers. Courtiers’ funds performed well, delivering strong returns with disciplined risk management. In his end-of-year message, CIO Gary Reynolds reflects on market trends, client questions, and what’s next for 2026.

2025 was a year of resilience and opportunity for Courtiers. Courtiers’ funds performed well, delivering strong returns with disciplined risk management. In his end-of-year message, CIO Gary Reynolds reflects on market trends, client questions, and what’s next for 2026.

Courtiers Funds delivered a strong and positive performance in 2025, despite global challenges and market volatility. With his usual wit, James Timpson gives us a review of the three main challenges that meant volatility in the market, and how these ripples affected Courtiers Funds. Watch the catchup or read the highlights here.

In this article and video, Jake Reynolds takes to the stage at the 2025 Courtiers Client Seminar, to tackle tough client questions. Highlighting diversification, how global trackers are concentrated in US tech stocks and how Courtiers’ active approach includes strategic investments in undervalued companies worldwide, tune in to learn how Courtiers are enhancing returns despite market bumps.