Mixed and total return sector review – keep calm and carry on?

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Tax, investments and pension rules can change over time so the information below may not be current. This article was correct at the time of publishing, however, it may no longer reflect our views on this topic.

We look at what has been happening in the world, the impacts of this on shares and bonds and how mixed investment and total return sector funds have performed.

This article isn’t personal advice. If you’re not sure whether an investment is right for you please seek advice. If you choose to invest the value of your investment will rise and fall, so you could get back less than you put in.

31 August 2023

Over the three months to end of July, the market environment has been fairly similar to what came in the three months before. Inflation falling, interest rates rising and stock markets continuing to rise despite a consensus among economists that a recession (even if only a mild one) is coming.

US economic data has improved and does seem to lean towards a ‘soft landing’. A ‘soft landing’ means an economy slows down but manages to avoid recession. This may or may not turn out to be true, but economic data in other regions isn’t looking as strong.

Even if the US does achieve what many think unlikely, it could be that the negative impact from other regions still results in a recession across the developed world.

This article isn’t