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Talking Markets Managed Portfolio Service – August 2025 update

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Learning: Unstructured

Developed market equities are soaring to all-time highs, even as economic headlines paint a gloomy picture. What’s driving this disconnect? In the latest edition of Talking Markets, Ian Rees, Head of Multi Manager Funds, and Chris Robinson, MPS Investment Director, unpack the story behind the numbers, providing an update on portfolio positioning, recent asset allocation shifts, and performance.