There are invaluable lessons to be learned from Ronald Read’s life and investment choices

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“A disconnect is building between the market’s expectations for the pace and extent of cuts and the resilience of the economy. We therefore expect a period of consolidation ahead”

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Is this the year where US equities fall behind? Well, who knows! but there are pockets of value in the US equities universe and it’s important to maintain exposure, especially if you can select the right fund managers to navigate the course

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The only notably weak market was oil. The initial surge in price following the Hamas attack on Israel has unwound as fears of a wider Middle East conflict have dissipated

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Oil prices rose a further 1.5% in August, taking its rise over the past three months to 20%

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Arguably the biggest upside surprises came in the UK, where growth in recent
months has been broadly flat, confounding virtually all the official forecasts of an extended recession

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The Yuan has been under pressure this year, down 5.2% in Q2 and 7.6% YTD, as the Chinese economic recovery following the end of Covid restrictions faded

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The extraordinary success of ChatGPT
following its launch in November 2022 is
leading to a surge in demand for high end
processors to power AI applications

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The apparent calm masked troubling
turbulence for markets below the
surface

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AI primarily serves as a supporting function intended to complement our existing strategic/tactical asset allocation and portfolio construction processes rather than replacing it

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