Diversifying the diversifiers amid geopolitical tensions

Read about global markets and trends in this monthly Investment Outlook.

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Published: 07 May 2024 Updated: 07 May 2024
Savings and investments IFAs

This monthly commentary gives a roundup of global markets and trends.

In this edition:

  • Given the uncertainty in the Middle East, we believe it is prudent to diversify portfolios to include energy stocks and gold
  • The outlook for the energy sector has been boosted by higher oil prices
  • Gold’s popularity continues to grow as demand strengthens
  • With the improving economic backdrop, the spectre of inflation continues to linger as a risk to bonds