January Investment Management Service update скачать в хорошем качестве

January Investment Management Service update

How did JM Finn’s Investment Management Service portfolios perform in January? •All four JM Finn funds saw positive returns in the first month of 2026, despite a volatile backdrop with major political developments, heightened diplomatic tensions, and the nomination of a new Federal Reserve Chair. •US dollar weakness impacted returns in US equities, whilst clients benefited from our larger than average exposure to Japanese equities. •We continue to see opportunities in the Diversifiers section of the portfolio and over the period we added a new holding within the Property allocation. •Whilst we remain confident in the medium-term outlook for equities, we expect near term volatility to favour our defensive positions. The value of securities and the income from them can fall as well as rise. Past performance should not be seen as an indicator of future returns. All views expressed are those of the author and should not be considered a recommendation or solicitation to buy or sell any products or securities.