Equity overweight was slightly trimmed from 4% to 3% as a measured response to increased market volatility, while still maintaining a growth-oriented tilt.
Reinforced exposure to U.S. equities and kept strong allocations to mega-cap tech leaders, reflecting continued strength in innovation-driven earnings.
Gold allocation was increased by 1% as a hedge against rising geopolitical tensions and uncertainty around global trade.
2. Economic Indicators:
The economic backdrop remains favorable—consumer spending is steady, unemployment remains low, and corporate earnings are healthy.
While geopolitical risks and headline-driven volatility have picked up, they haven’t yet disrupted the underlying strength of the U.S. economy.
Market conditions continue to support a risk-on posture, but the team remains selective and disciplined in positioning.
3. Strategic Focus:
Staying attentive to potential policy changes following the 2024 U.S. presidential election, especially around tariffs and trade policy, which could impact market direction in the second half of the year.
The long-term strategy remains unchanged: stay invested, avoid overreacting to short-term noise, and follow a disciplined financial plan.
