Performance & Portfolio Update

 


Performance Review
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Portfolio Review
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Summary & Conclusion

Outlook
It is always tricky forecasting, especially about the future! Nevertheless we know we face elections in the US & UK and will probably see interest rate reductions at some point as inflation continues to slow.
Beyond that one would expect that we might see more breadth in Stock Markets against that background, which, if it happens, should benefit mid & small cap names more and the CISP (as we have seen YTD) which is overweight in those areas. More volatility seems likely too, with some sort of set back to the recent narrow run up in the US seeming possible at some point or not as the case may be.