In this latest update, Square Mile’s Chief Investment Officer, Mark Harries provides an update on the current market environment and the concerns around inflation.
The outlook for equities and bonds is challenging but the view from our underlying fund managers is that the greatest valuation opportunities are in the UK, Asia and the global emerging markets.
In this latest update, Square Mile’s Chief Investment Officer, Mark Harries provides an update on the current market environment and the concerns around inflation. He continues by summarising what this means in terms of our current portfolio positioning.
In addition, Amaya Assan, Head of Fund Origination, discusses the Goldman Sachs Emerging Market Equity Portfolio, a fund that is widely held within the emerging market allocation of the portfolios.
Please click above to watch the video where you can also find links to the market update, the Goldman Sachs Emerging Market Portfolio review and further insight on the recent market movements and concerns around inflation. I have also attached the word and pdf documents to use as you see fit.
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The information within this article is for information purposes only and does not constitute investment advice. They represent the opinions of the fund manager and those of Square Mile. It does not contain all of the information which as an investor may require in order to make an investment decision. Any reference to shares/investments is not a recommendation to buy or sell. If you are unsure, you should seek professional independent financial advice.
Past performance is not a guide to future performance. The value of any investment and any income from it is not guaranteed and can fluctuate depending on investment performance and other factors. you could get back less than you invested.
Some investments, e.g. property, may be difficult to sell and will be subject to market conditions at that time. Their value is the opinion of an independent valuer.
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