March was another positive month for financial markets, rounding out a healthy recovery over the first quarter of 2019.
It’s been slightly surprising how much asset prices have rebounded this year after a tough end to 2018. While this is encouraging, we are a little cautious about the outlook for the coming months given how strong the first quarter has been.
On the economic front, recent updates have been mixed. Growth in China is known to be gradually slowing as the economy matures after years of rapid expansion. March provided some welcome respite as data pointed towards some stability. However, there are signs that the US-China trade tussle is starting to have a real impact across many regions, despite some signs of progress on a potential deal.
In this environment, we believe alternative assets that don’t tend to be particularly exposed to stock market movements can play an important role in diversifying investors’ portfolios.
Read more about how Senior Investment Managers, Solomon Nevins and Mayank Markanday, positioned the Architas Diversified Real Assets Fund and the Architas Diversified Global Income Fund last month in shareable, client-friendly PDFs.
For more information, call us on 020 7562 4900; Monday to Friday 9.00am to 5.00pm; calls may be recorded or visit architas.com