After a rough couple of months for stock markets, April has offered welcome relief for investors, with rising markets suggesting confidence is returning. It has however been a poorer month for lower-risk assets such as government bonds. They often suffer when equity markets experience a boost in investor confidence, but can do better when stocks dip. The geopolitical risks that dominated headlines in March, mainly the threat of a US‑China trade war, are still present. However, investors now seem less concerned about the possibility.

In the world of real assets – investments that are tangible, like student accommodation – it has been a good month on the whole. Many assets in the infrastructure and specialist property sectors have risen after a volatile few months. There had been some asset-specific events which knocked some investors’ confidence, but these concerns have calmed down.

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 shareable client-friendly PDFs.

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