Diversifying the diversifiers amid geopolitical tensions
Read about global markets and trends in this monthly Investment Outlook.
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