Adding Equities to Portfolios

Flash Note;

The ceasefire has been confirmed, and that has been well received by the markets. No doubt there are half-truths and complications, but the bond market has taken the news well, which is important.

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UK and US 2-Year Bond Yields

Source: Bloomberg

The dollar is down, oil is down, gold is up, and Bitcoin is up, along with most stocks and bonds. It is reasonable to assume that this recovery will continue and that the Strait of Hormuz will reopen. I will add equity exposure to the portfolios with a focus on emerging markets and a UK housebuilder.

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