Market Update – Confidence Returns, But Keep a Steady Hand
US equities led the charge in early June, with the S&P 500 posting its strongest monthly gain in 18 months. Strong employment data and renewed hopes of improved US-China trade relations helped ease market nerves. Emerging markets also joined the rally, buoyed by positive sentiment globally. But advisers should stay alert: optimism doesn’t cancel out volatility. With global elections in full swing and rate expectations shifting weekly, there’s plenty still to keep clients on edge.
✅ Adviser tip: Don’t wait for a wobble, use recent strength as a proactive check-in point. “Here’s what’s changed, and what it means for you.”
✅ Paraplanner tip: Add a global equities snapshot to mid-year reviews. Clients appreciate seeing performance and purpose side-by-side.
Source: Sarasin & Partners
Renewables – Progress or Pause in a Politicised World?
Global renewable energy capacity hit a record-breaking 510GW in 2023—the 22nd consecutive year of growth—and 2024 kept the momentum going, driven by supportive policies and ambitious global targets.
But 2025 has brought fresh uncertainty.
Following the January inauguration of President Trump, the US has started rolling back several key clean energy policies. Early executive orders have promoted oil and gas, imposed new restrictions on wind development, and signalled an intent to withdraw from the Paris Agreement once again.
At a recent @Greenbank Green Shoots webinar, industry leaders asked the big question: Could this derail the clean energy transition – or just reshape it?
✅ Adviser tip: ESG-conscious clients may need more context than ever. Be ready to explain how policy shifts affect long-term investment themes.
✅ Paraplanner tip: Review ESG notes and fund selections—clear documentation builds confidence when clients are questioning headlines.
Platform Watch – Timeline Just Got More Powerful
Timeline continues to level up, making life easier for advisers and paraplanners alike.
Here’s what’s new:
✅ Support for Offshore Bonds, JISAs, and Joint GIAs
✅ Improved integrations with intelliflo, Plannr Technologies Limited, and moneyinfo
✅ Real-time transfer tracking and secure client messaging
✅ Letters of Authority (LoAs) now 98.8% error-free, with better visibility and provider tracking
But the standout? Modular Reporting.
This new feature lets you build client reports your way – quickly, clearly, and with no wasted pages.
🧩 Pick the sections you need (like performance, planning summaries, or fee analysis) 🧩 Tailor layouts to suit each client 🧩 Compare portfolios side-by-side 🧩 Add your own commentary, and hit send
Whether you’re using a ready-made template or building your own, Modular Reporting saves time and delivers clarity.
✅ Adviser tip: Use modular reports to make client reviews more visual, relevant, and easy to follow
✅ Paraplanner tip: Create go-to templates for common client types, then customise in seconds
Final Thought – Tech Helps, But People Make the Difference
From political shocks to platform wins, this month’s stories remind us: the tools might change, but trusted advice is what clients remember. If you’re feeling the pinch on time, capacity, or clarity, we’re here. At We Complement, we support advisers behind the scenes with smart, scalable paraplanning. You shine out front – we’ve got your back.
📩 Got questions? Need an extra pair of hands? Send @amynorth a message – she’s always up for a proper chat (and might just solve three of your problems in one go).
