Article last updated 8 August 2025.
In this latest video, Ed puts the case for responding to uncertainty with patience, diversification, and a clear process.
Key topics covered:
- The rapid stock market recovery: we don’t think this is built on speculative excess
- US tariffs: we think this will boost US inflation
- Diversification: we still hold US stocks, but see opportunities in Europe and Japan too
- UK government debt: we favour shorter maturities
You can read more about our views on the latest economic and market developments and what they mean for you at this link to our Insights page.
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