Chris Robinson

Markets continue to climb the wall of worry with UK and US inflation readings crucial in determining equity and bond market performance for the last quarter. In line with expectations and equities and fixed income markets could continue September’s “goldilocks” environment. Higher than expected and we could see pressure on long duration bonds and a pull back in equities. A continuation of the macroeconomic backdrop and there is good reason to see smaller companies benefitting from part two of the rate cutting cycle. We continue to maintain shorter duration and prefer a diversified equity allocation.

‍

‍