“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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“the most compelling markets remain the UK and Japan which trade at a discount to global peers and offer healthy dividends”

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“equities have been boosted by the
strength of tech and growth stocks,
especially those benefitting from the AI boom”

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“The exposure to high-quality assets in the UK that investment trusts offer, at wide discounts to net asset value, is compelling.”

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“One thing is for certain, 2024 is shaping up to be a bigger year of flux than many thought in terms of political change”

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“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”

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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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