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Stocks on the up

3 months ago

June was a positive month across the majority of asset classes, with investors taking confidence from the US Federal Reserve (Fed) hinting at lower interest rates.

Lower rates would provide a boost to companies with loan repayments linked to US interest rates. Markets have seen this as good news for not only US investments but many global asset classes. This is down to the broad influence of the US. For example, a lot of companies in emerging markets borrow money in US dollars, so this could benefit them.

 However, the possibility of lower rates reflects the Fed’s concerns that the economic outlook is deteriorating and needs a boost from lower rates. This is one of the reasons we maintain a cautious outlook. June’s market gains follow a big dip lower in May. Real assets have not seen such big swings in asset prices and we believe they can offer investors something different.

Solomon Nevins, CFA

Senior Investment Manager

Solomon is co-manager of the Architas Diversified Real Assets Fund, Architas Monthly High Income Fund, Architas Diversified Global Income Fund and Architas Strategic Bond Fund. In addition to his responsibilities as Investment Manager, he leads the research and analysis on alternative assets.


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