In this quarterly market update, Director Paul Kelly spoke with Chief Investment Officer Dr Scott Osborne about the themes shaping markets and portfolios today. Their conversation examines the ongoing conflict in Iran, and its possible impacts, as well as looking at inflation; they also provide clients with a clear understanding of how the funds are currently positioned.
Literature mentions:
Bank of England – Monetary Policy Report – April 2026: https://www.bankofengland.co.uk/monetary-policy-report/2026/april-2026
Astute Investment Management Quarterly Commentary: https://astuteprivatewealth.co.uk/wp-content/uploads/2026/04/April-26-Astute-Quarterly-Commentary-.pdf
