A monthly summary from our investment committee, produced for clients and shared here as part of our ongoing commitment to client education.
While inflation continues to trend below target, the possibility of an unexpected rise shouldn't be ignored. A shift in policy stance increases the likelihood that inflation could run above target over the next few years. We examine the dynamics behind inflation expectations and the implications for investment portfolios.
The shift away from traditional office environments accelerated sharply, and it's clear a significant portion of the workforce will not return to a five-day in-office week. Recognizing and adapting to this new environment is key to successful real estate investing.
Over the past decade UK equities have outperformed non-UK peers, though history shows these cycles turn over time. We examine the contributing factors — index composition, market leadership, and currency headwinds — and the case for a long-term, diversified approach.
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