Our latest Quarterly Investment Reports reflect a busy period for economic news.
The good news is that inflation looks to be on a downward path for developed economies but there was no let up for government bonds over the quarter. Yields rise as the messaging from central banks grew louder and clearer. Risks remain and rates may well stay higher for longer - rising oil prices is making central banks jittery.
One of the more pleasant surprises of the past 3 months was the outperformance of Japanese equities, thanks to a weakening yen, strong domestic demand and expectations that their negative interest rate policy may end soon.
One thing we can be certain of is that markets will ebb and flow. There may be more unexpected events to come, but we remain encouraged by the long term outlook for many assets within our diversified portfolios.
Join Patrick Ingram, Tim Willis and Simon Molica on 19th October at 11am for the story behind the figures for the last quarter.
If you'd like to discuss our reports in more detail, please get in touch with your Regional Sales Manager.
This article is for financial professionals only. Any information contained within is of a general nature and should not be construed as a form of personal recommendation or financial advice. Nor is the information to be considered an offer or solicitation to deal in any financial instrument or to engage in any investment service or activity.
Parmenion accepts no duty of care or liability for loss arising from any person acting, or refraining from acting, as a result of any information contained within this article. All investment carries risk. The value of investments, and the income from them, can go down as well as up and investors may get back less than they put in. Past performance is not a reliable indicator of future returns.