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.

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Going forward it seems we must learn to live with the market’s disorders while central banks’ interventions remain the only effective treatment.

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We have found a strategy that has the benefit of providing exposure
to volatility but without suffering an
expensive cost of carry

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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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Investors must exercise due diligence and remain attentive to developments in this sphere

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We believe the best way to gain exposure to small caps, and to manage some of these risks, is to invest via
third-party, experienced, active managers who can be more selective
in constructing portfolios.

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UK Investment trusts might be facing some tough challenges, but we remain advocates of their vital roles in multi-asset portfolios

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“Buying a green bond with zero ‘greenium’ could be termed an ‘ESG arbitrage’ with future expected outperformance as the ‘greenium’ returns.”

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