Welcome to our Quarterly Investment Overview
I promise to keep this shorter than my usual Quarterly Updates for I have covered much ground in the first few months of this year. I will therefore attempt to cover the main dynamics and views in bullet point form, under each of our investment partners’names.
We’ve experienced a positive and relatively smooth growth trajectory, especially for riskier assets so far in 2024. All this changed last week however, when we had the double whammy of weaker rhetoric around interest rates and the elevation of the conflict between Israel and Iran. The markets didn’t like it and profits were taken with AI stocks being hit badly. Nvidia fell 10% alone last Friday.
In contrast, by Monday of this week, the FTSE 100 reached a record high, helped by a rise in oil company share prices.
Our agenda this week covers comments from our selected investment partners:
- LGT Wealth Management (LGT)
- Foresight
- Legal and General Investment Management (LGIM)
- JPMorgan
- Our Summary
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Risk warning
Please Note: This communication should not be read as giving specific advice regarding your personal circumstances. This would only be given following detailed assessment of your individual needs. The value of investments may fall as well as rise; you may get back less than invested. Past performance is not necessarily a guide to future returns.