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Will Hobbs, Head of Investment Strategy, UK and Europe, talks to Rupert Howard, Head of Investment for Discretionary Portfolio Management, about recent market activity.

Following a noticeable improvement in the data from China - the source of much of the volatility and uncertainty at the start of the year - Rupert has been adding to commodities and emerging markets, both of which have enjoyed a recent rebound.

Despite maintaining an overweight exposure to equities, Rupert has taken the opportunity to bank some profits following a very strong rally over the last quarter but remains bullish on the back of an encouraging earnings season and the prospect for further growth in the current economic cycle.

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