London, UK - Tech entrepreneur and academic Fabio Dias has provided a market update, revealing ongoing “market challenges” for the 2024/25 UK fiscal year.
The update which was given to investors of Stalwart Holdings, a portfolio management service, was substantially affected by the current situation in global financial markets.
According to Dias, these significant impacts have been caused by the ongoing volatility in US foreign trade policy.
“More than 85% of the full-year profits in our exchange traded notes have dissipated over the last month or so. Having said that, this is the nature of equity investments, which are always subject to strong and sudden corrections for one reason or another,” said Dias. “In this context, we are happy to report that we did have a profit, albeit small, in the 2024/25 UK fiscal year, while the S&P500 and the PIMFA Private Balanced Investor – our main benchmark – where both in negative territory for the period.”
Fabio Dias at the Stalwart Holdings headquarters in London
Stalwart Holdings reported total own assets of £1,068,486 at the end of the 2024/25 fiscal year, with more than a quarter of them allocated to cash investments in the US Dollar and British Pound.
The company has also reported a cautious outlook for future market developments while, at the same time, looking out for future opportunities.
Dias added: “Market conditions are expected to be even more challenging over the next few weeks. The Fed still has to react to the new inflationary scenario and possible recession in the US and we are yet to find out how the EU and the WTO will reply to the situation. We then don’t know how the US will react to their reaction. We also still have to see how the Congress and the Senate will react. This will undoubtedly keep the global equity markets volatile for a while until the uncertainty subsides.
“Our long term strategies stay unchanged. We are not making any divestments, though we started to engage in active algorithmic hedging. Our hedging process only attempts to reduce the correlation to market moves at times of stress but does not remove overall exposure to the equity markets, so we are prepared to gain from any eventual market rebound, which always happens sooner or later.”
The company also reported that their application to the FCA for expansion of Stalwart Holdings' licence to include regulated investment advice is still ongoing but has progressed well. With no major blockers to report, the business aims to become authorised by September 2025.
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Company Name: Stalwart Holdings UK LP
Contact Person: Fabio Dias
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Country: United Kingdom
Website: https://www.stalwart.vg/
