Investment Update
The first quarter of 2024 highlighted how important it is to always be guided by discipline and the right convictions.
Against all odds, economic concerns have not materialised; market leadership has remained concentrated on a small number of stocks; markets seem priced for the softest of soft landings for the global economy, but also for the type of monetary easing only really likely if the economy hits the rocks. In this backdrop, change in market behaviour is extremely hard to predict.
But following the imperative of proper diversification should deliver attractive returns and a smoothed investment journey.
We retain conviction that a diversified approach will win out over time, and we are alert to the dangers of chasing past winners.
To read more about our views on the current environment and the changes we are making to portfolios from the Investment Management team, please see below for our latest investment update.
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