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Our monthly portfolio positioning commentary.
August was a positive month for equities, helped by resilient economic data and strong corporate earnings. The US and Japan led developed markets, while Europe delivered more modest gains and emerging markets benefited from a weaker US dollar.
Global equities were marginally lower in July as rising geopolitical tensions and higher energy prices weighed on sentiment. The breakdown of the US/Iran ceasefire pushed oil and natural gas prices higher, increasing inflation concerns and reducing expectations for interest rate cuts.
Global markets delivered mixed returns during June, with Europe and Japan among the strongest performers as easing inflation concerns supported investor confidence.
Global markets moved higher in May as concerns about slowing growth and persistent inflation eased
Equity markets recovered well in April, supported by healthy company earnings, optimism around AI, and easing geopolitical concerns.
Markets remained broadly stable over the month, although there were periods of heightened volatility due to the war in Iran. Economic conditions continued to provide support, particularly in the US where growth and company earnings have held up well.
February delivered positive returns across equities, bonds and alternative assets due to a steady economic backdrop. Equities rose in both developed and emerging markets.