In our latest quarterly investment report, we unpack how US tariffs and central bank moves are shaping inflation and market sentiment on both sides of the Atlantic.
With AI investment driving US growth and UK real estate lagging, we reveal how our portfolios have outperformed benchmarks and competitors. By tracking asset allocation shifts and hedging strategies, this report gives you a clear, up-to-date snapshot of today’s investment landscape.
In our first video, we take a look at what has been dominating the headlines – Trump’s trade tariffs, US Monetary Policy and Artificial Intelligence – and how it has been driving various asset classes.
In the second and final video, we turn our attention to how the global landscape is affecting portfolios and how we have been positioning our portfolios to adapt to changing market conditions.
