Multi-Asset Fund Range - May 2026 Update
In this video, James Mee, Co-Head of Multi-Asset at W1M, reviews and updates on the month of May. A strong but concentrated equity market combined with a falling oil price in the second half of the month to see both equity and bond holdings up over the course of the month. The funds delivered positive performance, helped by holdings such as AMD, TSMC and IBM, offset slightly by a weaker residential property market in the US (affecting portfolio holding Ferguson) and lower oil (affecting Shell).
Looking ahead, a potential reopening of the Strait of Hormuz could reduce inflation and support a more balanced growth backdrop; a return to Goldilocks from Stagflation concerns. Positioning remains neutral in equities, underweight credit, and overweight real assets, with continued diversification and hedging in place.
Watch the full update for more details.
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