You are using an outdated browser. Please upgrade your browser to improve your experience.
Article | 17 May 2019 | Investments
The healthy start to the year for riskier assets such as stocks continued in April, with Europe and the US being two of the strongest regions.
Economic data has been relatively mixed, but this hasn’t really dampened investors’ renewed confidence. This continues to be underpinned by signs that US interest rates will remain as they are for the time being, easing the pressure on individuals and businesses with loan repayments linked to interest rates.
Political tensions have provided an unpredictable backdrop, with the US ending exemptions for countries still importing oil from Iran. If nations such as Japan and India were to continue buying from Iran, they themselves could then be subject to US sanctions. This caused the price of oil to rise, as Iran is one of the world’s biggest oil producers.
We believe this unpredictability supports the case for taking a broadly diversified approach to investing for income, with a global view.
Read more about how Solomon Nevins, Senior Investment Manager, and Mayank Markanday, Investment Manager, positioned the Architas Diversified Real Assets Fund and the Architas Diversified Global Income Fund last month in these handy two-page PDFs.