When assessing alternative investments within our asset allocation framework, we prioritise strategies that offer genuine diversification.

We have maintained an allocation to gold for several years due to its diversification benefits and its role as a ‘safe haven’ asset during periods of market volatility.

As we have spoken about before, we introduced long duration UK gilts to our portfolios at the end of 2023. Following a period of higher inflation and higher interest rates, and with the headline yield on bonds far higher than what had been the case for many years, our team made several adjustments to our fixed income allocation.

Over the past quarter, global markets have experienced heightened volatility driven by geopolitical tensions, trade uncertainties, inflationary pressures, and evolving monetary policies.

With the recent market volatility where a lot of asset classes have not been immune to losses, the investment team had a call with our defined return fund managers on Monday morning to discuss how the funds have fared.

On April 2nd — ‘Liberation Day’ in the US — fears of market volatility materialised as Donald Trump enacted reciprocal tariffs on all US trading partners.

To mark International Women’s Day and its theme of ‘Accelerate Action’, female wealth managers discuss what can be done to speed up gender equality in finance.

For many years, the US equity market has delivered robust growth, particularly in AI, technology, and communications sectors.

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