Diversifying the diversifiers amid geopolitical tensions

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