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Top 10 asset classes - 1st February 2019

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1. Global Bonds (GBP Hedged) [+]
2. UK Gilts (5-15 Years) [+]
3. Precious Metals [+]
4. UK Gilts (1-5 Years) [+]
5. Asia Property [+]
6. UK Gilts (Inflation Linked) [+]
7. UK Gilts (>15 Years) [+]
8. Inverse Commodities [+]
Buffer Zone
9. Latin American Equities [+]
10. Asia Dividend Equities [+]
Number in brackets () denotes position one month ago.
Postive trend = [+], Negative trend = [-].

Top 10 commentary 1st February 2019
There were two assets relegated and two promoted from the top 10 during January as stock markets recovered some of the losses they suffered in December. The positive performance from equities in particular was enough to relegate both the US and European inverse equity indices, which, never actually made it into the funds and portfolios, due to their trend being negative. Both indices were ranked inside the top 10 due to the fact that they had the least weakest negative trend of the asset classes that we analyse.

With bonds also enjoying a positive month and having performed well during the heightened levels of equity volatility, they still remain our processes mot favoured asset class. This is reflected in the makeup of the top 10 which contains 5 bond related indices. Global GBP hedged bonds moved from 7th to 1st over the month whilst medium dated UK government bonds retain second spot. Long dated gilts was one of the two asset classes to be promoted as their risk adjusted return continues to improve.

The other promoted asset was Asian dividend equities, which joins Asian property inside the top 10, although the latter is yet to force its way inside the top 8 and into the funds and portfolios. Latin American equities retains its position inside the top 10 and performed well over the month, however, its volatility relative to other assets has now seen it fall from 5th to 9th.

Overall the top 10 retains its defensive outlook with a mixture of bonds, some inflation protection and a limited number of equity assets. That said, if equities continue to perform as they have over January, we could see a number of equity asset classes move back into the top 10 in the near future.

Downloadable top 10s

February 2019

January 2019

December 2018

November 2018

October 2018

September 2018

August 2018

July 2018