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Performance review
Having shrugged off the capture of the Venezuelan president, the US Supreme Court judgement on tariffs, and US threats to takeover Greenland there was a significant turnaround in sentiment following the campaign against Iran. The rotation within markets continued during the quarter with energy-related commodities being the clear winners while more growth-oriented equities struggled. As the oil price surged, market expectations for future rate cuts were reversed, which impacted returns from traditional fixed income.
Portfolio managers
Stuart Clark
Portfolio Manager
Helen Bradshaw
Portfolio Manager
