In our latest Investment Management Service Update, we discuss:
- How relatively calm global markets masked significant rotation between sectors and regions during July.
- Why we continue to favour European and Japanese equities as returns broaden away from some of the areas that benefited most from enthusiasm around AI.
- How our preference for shorter-duration bonds and diversified equity exposure is helping us balance near-term volatility with a positive longer-term outlook.
The value of securities and the income from them can fall as well as rise. Past performance should not be seen as an indicator of future returns. All views expressed are those of the author and should not be considered a recommendation or solicitation to buy or sell any products or securities.
