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Solomon Nevins’ and Mayank Markanday’s monthly update: UK equities knocked

7 days ago

August has been a pretty mixed month for sterling investors, with UK equities being one of the poorer performers.

Brexit uncertainties are still a big domestic concern. Globally though, US trade relations continue to dominate. With November’s US mid-term elections fast approaching, it seems unlikely that President Trump will change his hard-line stance on trade.

Although emerging markets have so far been the region to suffer the most, there are signs that negative sentiment is starting to seep through to other markets.

We believe heightened geopolitical concerns are likely to continue, which does make the investing environment a little more challenging. Having said this, the economic backdrop is still fairly healthy, and there are certainly positives to focus on. Against this backdrop we believe it is important to remain as diversified as possible, with exposure to real assets.

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 2-page PDFs.

For more information, call us on 020 7562 4900; Monday to Friday 9.00am to 5.00pm; calls may be recorded 


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.

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