Realm Portfolio Factsheets October 2022
Realm Investment Management
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#Equity markets across the globe suffered sharp falls in the month of September. The MSCI world index was down 8% for the month and now at levels last seen before the start of the pandemic in 2020.
Market movements continued to be dominated by concerns on rising inflation accompanied by the hawkish comments from the US Federal reserve that is focused on bringing inflation under control irrespective of the accompanying pain that this may cause the global economy.?
Our decision to significantly underweight #Gilts continues to support the relative performance of our portfolios and we continue to maintain this position.?We remain positive on larger companies and in particular to Global income funds which give us exposure to companies with strong balance sheets, sustainable dividend payouts and earnings growth.?Japanese equities continue to offer good growth prospects at reasonable valuations and increasing dividend payouts.?We have used the volatility in markets to add to positions in Japan. Our focus remains on the quality of the portfolio as it is our view that in a potentially slowing economic environment, that high quality investments are likely to outperform.??
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Disclaimer: ‘Where the business has expressed opinions, they are based on current market conditions, they may differ from those of other investment professionals and are subject to change without notice. The information contained within this communication is believed to be reliable but Realm Investment Management Limited does not warrant its completeness or accuracy.
This communication is not intended as a recommendation to invest in any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. The information provided is for illustrative purposes only, it should not be relied upon as recommendations to buy or sell investments.’