MPS QUARTERLY REPORT: August 2024
The quarterly period since the last rebalance (2nd May 2024 – 1st August 2024) has been a positive one for portfolio performance, with global equities rising just over 5% and bonds returning around 4% in GBP terms. Across developed markets, cooling inflation data paved the way for Central Banks to begin their rate cutting cycles, or at least enable markets to solidify expectations, which created a positive environment for risk assets.
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