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Will Hobbs, Head of Investment Strategy, UK and Europe, talks to Alastair Randall, Portfolio Manager, about how portfolios have been performing over the month and year to date.

Despite the severity of the sell-off early in the quarter, Alastair believes that the overweight to risk assets at this point in the cycle has been the right approach to take while the strategy of staying invested has been well-rewarded.

Following the tactical decision to move to a strong overweight in equities at the end of January, there has been no change to current thinking as markets now appear to be more thoroughly reflecting the reality of the data seen at the start of the year.

Download the graphs referred to [PDF, 43KB]