Against the backdrop of the ever-changing landscape of the UK economy, we believe it is more important than ever to keep our clients informed of market updates and discussion topics that keep you informed and reassured that your plans are in safe hands.
Investors continued the trend of shifting assets away from the US and into Europe, including the UK, as they began to express concerns that the raft of tariffs being announced by the new US administration could lead to an economic slowdown there. Consequently, we have seen equities outside the US outperforming since the beginning of the year; a phenomenon which we haven’t been used to for some time now but has rewarded taking a more global approach in asset allocation.