February Investment Management Service Update скачать в хорошем качестве

February Investment Management Service Update

February proved to be a strong month for equity returns, with all four JM Finn funds seeing positive returns over the period. Clients continued to benefit from our larger than average exposure to Japanese equities, whilst other geographies such as Europe and Asia also delivered strong returns. Within UK equities, we continue to find opportunities where AI disruption and uncertainty has caused meaningful corrections in valuations. After a volatile start to March, we expect our ‘barbell’ positioning to remain important. 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.