Not all ‘Real Assets’ are equal

Not all ‘Real Assets’ are equal – Download Chart of the week

The Market Place – Download Market Data

• Markets shifted from anticipating imminent Fed easing toward a “higher-for-longer” interest-rate outlook, supporting the US dollar and Treasury yields.   
• Investors viewed policy stability and infrastructure-led growth initiatives as supportive for medium-term UK investment sentiment. 
• The ECB’s policy path remained driven by inflation data, while structural concerns over European growth persisted. 
• Global financial markets became increasingly driven by central bank expectations rather than geopolitical shocks, supporting broader risk appetite.