For the first time in over four years, the UK has greater political certainty following the Conservative majority win last Thursday.

Following the drone attacks on the Saudi Arabia oil infrastructure over the weekend, oil prices have risen significantly due to the disruption the attacks have caused.

As volatility has continued to rise, investors have been increasing their allocation to ‘safe haven’ assets including Gold, US Treasuries and the Japanese Yen.

Infrastructure assets have provided investors with a volatile backdrop over the past 6-12 months.

The market had priced in a very modest pickup in inflation hence the negative reaction to the spike in US payroll numbers last week.

With the help of Britain’s vote to leave the EU, there is now almost $10 trillion invested in Global Bonds which have negative yields.