For the second year in a row, global equities are on course for double-digit gains, far out-pacing returns from bond markets. So far this year,

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“The immediate market reaction following the election result was much more muted than 8 years ago, with moves mostly continuing the pattern of recent trading but volatility subdued”

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It is impossible to predict the outcome of geopolitical events; they can have a material impact on markets, although rarely for very long periods. Our approach is to build broadly diversified
portfolios to protect against the risks, and ride out the volatility, while taking opportunities to add to risk assets in the event of sharp sell-off

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The only questions on investors’ minds are whether the first cut in September will be 25bps or 50 bps and the subsequent pace of cuts

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We recognise the risks coming from geopolitics and US politics, and the increased uncertainty around economic growth. But markets have adjusted rapidly to the changed narrative

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The AI boom is at the heart of this bull market, driving a wave of investment and growth, disruption and productivity, leaving behind those who fail to embrace it

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“One of the few notable falls in markets in May came in oil, down 7%, taking it back to close to its level at the beginning of the year”

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“we are seeking opportunities to add to risk assets if equity markets continue their period of consolidation seen in April”

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