What’s Hot
· That all three UK stock market sectors feature is the strongest hint in some years that the UK stock market might just have turned a very significant corner…
· …though we must all stay wary of Trump-triggered volatility to the downside.
· Financials were helped by excellent profit news from banks.
· Latin America has turned up in the wake of Brazil stabilising, perhaps their correction being over.
What’s Not
· Tech was battered as doubts rose about progress on the profitability of AI.
· This also dragged down Asia, where Korea and Taiwan were the largest culprits.
· The latter plus drifting by China did not help emerging markets.
· US Smallers and corporate bonds coming off hints at doubts over US economic progress and creditworthiness.
What’s Hot
Name | Last Month's Performance |
|---|
UK Equity Income | 5.16 |
UK All Companies | 4.59 |
UK Smaller Companies | 3.44 |
Financials and Financial Innovation | 2.70 |
Latin America | 2.65 |
What’s Not
Name | Last Month's Performance |
|---|
Technology & Technology Innovation | -6.39 |
Global Emerging Markets | -5.61 |
North American Smaller Companies | -4.63 |
Asia Pacific Excluding Japan | -4.33 |
USD Corporate Bond | -2.22 |