February proved disappointing for markets, as stronger economic data crushed expectations of falling inflation and an early pivot in interest rates. Central bank rhetoric has become more hawkish and higher terminal interest rates are now forecast.
Tensions between the US and China rose after the US shot down a balloon, which it alleged that China was using for the purposes of espionage. The US also warned China against supplying Russia with weapons, saying it could risk escalating the war in Ukraine.
A fund of funds that aims to achieve a return for investors over the medium to long term based on a combination of capital growth and income, and with a medium to high volatility level through exposure to a diversified range of asset classes.