“Markets value political stability very highly as investment decisions are viewed with a
long-term lens.-”
![](https://www.bis.hk/wp-content/uploads/2024/07/shutterstock_2216526479-375x260.jpg)
“Markets value political stability very highly as investment decisions are viewed with a
long-term lens.-”
“The exposure to high-quality assets in the UK that investment trusts offer, at wide discounts to net asset value, is compelling.”
“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”
“One thing is for certain, 2024 is shaping up to be a bigger year of flux than many thought in terms of political change”
“It’s been a tough period for many active managers but while we see significant changes to the landscape ahead, we firmly agree that active strategies will
remain a crucial part of the investment toolkit”
China’s state-owned enterprises find themselves in a sweet spot amongst a
market which has been very out of favour over the last two years.
Going forward it seems we must learn to live with the market’s disorders while central banks’ interventions remain the only effective treatment.
We have found a strategy that has the benefit of providing exposure
to volatility but without suffering an
expensive cost of carry
“we are seeking opportunities to add to risk assets if equity markets continue their period of consolidation seen in April”
Despite the recent rally, there could
still be upside if history is anything to go by, and with central banks increasing
reserves and geopolitical risks on the rise, there is a clear investment case
for holding gold
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