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Diversifying the diversifiers amid geopolitical tensions

Read about global markets and trends in this monthly Investment Outlook.

Published on 07 May 20241 minute read

This monthly commentary gives a roundup of global markets and trends. 

In this edition:

  • Given the uncertainty in the Middle East, we believe it is prudent to diversify portfolios to include energy stocks and gold
  • The outlook for the energy sector has been boosted by higher oil prices
  • Gold’s popularity continues to grow as demand strengthens
  • With the improving economic backdrop, the spectre of inflation continues to linger as a risk to bonds


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