The Euro-zone looks like it is in for a tough time, made only slightly easier by
the healthy state of household balance
sheets

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… the peak of inflation is now within sight, albeit with considerable uncertainty around further policy tightening required to bring it sustainably to target levels of around
2%

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China is facing a different set of issues that
still have global consequences

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At times such as this it is important to
remember that the global economy is cyclical

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Open-ended property funds are not the only way to gain direct exposure to the
property market.

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A modicum of value has come back into
the UK bond market

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The recent explosion of TikTok has made
brands rethink their advertising strategies

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Humans like to have a number to hold onto as it feels tangible and brings
confidence

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We now find ourselves in the eye of an
inflationary storm

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Careful diversification is needed more than ever, and we strongly believe it is important to ride out the short-term volatility to participate in full in those
longer-term opportunities

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