- Markets rebounded in April as a temporary ceasefire eased energy and inflation concerns.
- Equity exposure supported portfolio performance, benefitting from the sharp recovery in sentiment.
- While the short-term outlook has improved, the ceasefire remains fragile, reinforcing the importance of maintaining well-diversified portfolios with a balance of growth and defensive assets.
The value of securities and the income from them can fall as well as rise. Past performance should not be seen as an indicator of future returns. All views expressed are those of the author and should not be considered a recommendation or solicitation to buy or sell any products or securities.
