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Global equity markets maintained their strong momentum in May, recovering from March lows. This rebound was underpinned by a combination of artificial intelligence (AI) optimism, robust corporate earnings, and an easing of geopolitical tensions.
Equity returns, howe...
The Iran conflict remained at the forefront of market attention in April. Fears around the trajectory of the conflict persisted into the start of the month, but risk rallied as April progressed – first on news of a two-week ceasefire, and subsequently after Trump posted that an agreement with Iran had largel...
Ongoing tensions between the U.S. and Iran dominated headlines, with the Strait of Hormuz remaining severely disrupted. Oil prices exhibited significant volatility throughout the month, retreating sharply in early April amid optimism for a Middle East ceasefire before reb...
In May the fund rallied by 6.8% in GBP terms, with most of the gains coming from South Korea and Taiwan. Technology was the leading sector followed by Industrials, some of which have significant technology exposure.
One of the more underappreciated developments this year has been the dramatic reshaping...
Market commentary
The global listed infrastructure sector was stronger over April with the benchmark index (FTSE Global Core Infrastructure 50/50 Index Net Tax USD) returning 3.55% over the month.