“One of the few notable falls in markets in May came in oil, down 7%, taking it back to close to its level at the beginning of the year”

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“we are seeking opportunities to add to risk assets if equity markets continue their period of consolidation seen in April”

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“the most compelling markets remain the UK and Japan which trade at a discount to global peers and offer healthy dividends”

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“equities have been boosted by the
strength of tech and growth stocks,
especially those benefitting from the AI boom”

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“A disconnect is building between the market’s expectations for the pace and extent of cuts and the resilience of the economy. We therefore expect a period of consolidation ahead”

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The only notably weak market was oil. The initial surge in price following the Hamas attack on Israel has unwound as fears of a wider Middle East conflict have dissipated

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Oil prices rose a further 1.5% in August, taking its rise over the past three months to 20%

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Arguably the biggest upside surprises came in the UK, where growth in recent
months has been broadly flat, confounding virtually all the official forecasts of an extended recession

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