Professional Wealth Managementt

By PWM Editor

“UK and European markets assisted the portfolio this month, offset by the adverse volatility in Japanese smaller companies, in particular. Certain types of bond funds did well, epitomised in our selections by the absolute thinking Credit Suisse Target Return Fund – something we expect to continue as US Treasury yield starts to rise and the ECB raises rates. Notwithstanding Japan, these moves suited our asset allocation, and we retain the current weights into March. In particular, we have confidence in the continued good performance of the two JO Hambros funds in the UK and Europe.”

 

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