YOU Asset Management

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[YOU Asset Management @YOUAsset]

A positive week for global markets, as hopes of a US-Iran ceasefire helped push oil prices lower, easing inflation concerns and supporting investor sentiment across multiple asset classes.

Read our latest market commentary for you, by YOU.

https://t.co/1X72B9bSSV

[YOU Asset Management @YOUAsset]

The annual inflation rate in the UK fell to 2.8% in April 2026, Nvidia delivered record earnings, SpaceX filed for a $1.75 trillion IPO, and OpenAI is preparing to follow.

Read our latest market commentary for you, by YOU.

https://t.co/55gVkLaY3S

[YOU Asset Management @YOUAsset]

Watch the latest 'Two Minute Missive' from our Client Investment Director, Shane Balkham.

This video contains the opinions and views of Shane Balkham. Please work with your financial planner before undertaking any investments.

[YOU Asset Management @YOUAsset]

US stock markets hit fresh record highs midweek before a hotter-than-expected American inflation report cooled things off on Friday.

Read our latest market commentary for you, by YOU.

https://t.co/oIjYzhbHmD

[YOU Asset Management @YOUAsset]

In an uncertain world, investors have been seeking refuge in the world’s key AI beneficiaries, many of which are found in Asia.

Read our latest market commentary for you, by YOU.

https://t.co/Sls28TSb94

[YOU Asset Management @YOUAsset]

A week of central bank decisions and Big Tech earnings showed dispersion across regions. With oil at $126 on Middle East tensions, commodities and diversifying assets remained useful in portfolios.

Read our latest market commentary for you, by YOU.

https://t.co/yjbB1oh0Ih

[YOU Asset Management @YOUAsset]

Our Multi-Asset Blend Cautious, Balanced and Growth Funds have been shortlisted for the Investment Week Fund Manager of the Year Awards 2026.

This reflects the consistent outcomes delivered for clients.

Congratulations to our team.

Find out more: https://t.co/bx3etzmtJO

[YOU Asset Management @YOUAsset]

The Strait of Hormuz is on hold - Emerging Markets found room to breathe. Record TSMC and SK Hynix profits, driven by AI spend, supported equities as local bonds rebounded. Noise is loud, but fundamentals are intact.

Read our latest market commentary.

https://t.co/lAwS6gzH4Z

[YOU Asset Management @YOUAsset]

US President Trump’s statements on the Gulf war on Friday triggered optimism in markets, anticipated by oil traders. However, statements from Iran and weekend events reversed some of that optimism.

Read our latest market commentary for you, by YOU.

https://t.co/Eut8M8rtPU

[YOU Asset Management @YOUAsset]

A ceasefire between the US and Iran gave markets a lift last week, with stocks and bonds both rising. The situation remains uncertain, but it was a welcome change of direction.

Read our latest market commentary for you, by YOU.

https://t.co/I9IJfUgBoN

[YOU Asset Management @YOUAsset]

Global markets rose in a shortened week, led by the US, UK and Continental Europe. Developments in the Middle East drove volatility. It's important to stay invested.

Read our latest market commentary for you, by YOU.

https://t.co/JX5GUFITQm

[YOU Asset Management @YOUAsset]

Watch the latest 'Two Minute Missive' from our Client Investment Director, Shane Balkham.

This video contains the opinions and views of Shane Balkham. Please work with your financial planner before undertaking any investments.

[YOU Asset Management @YOUAsset]

Escalating conflict in the Middle East and a surprisingly weak US jobs report unsettled markets this week. With oil spiking and uncertainty rising, diversification once again proved its importance.

Read our latest market commentary for you, by YOU.
https://t.co/aGXOmf6XQU

[YOU Asset Management @YOUAsset]

Markets reacted relatively modestly to events in the Middle East over the weekend, while AI disruption continues to reshape parts of the tech sector. Diversification & valuation discipline remain central in navigating change.

Read our latest commentary:
https://t.co/VRsPGmc1Wu

[YOU Asset Management @YOUAsset]

The UK looks towards rate cuts next month as inflation drops & the labour market cools. In the US, the picture is less clear, as shown in the Fed's minutes, & as the US Supreme Court ruled Trump’s tariffs illegal.

Read our latest market commentary https://t.co/5CLkxZYKlK

[YOU Asset Management @YOUAsset]

Optimism surged after Sanae Takaichi’s election victory, with the MSCI Japan up +5.9% last week. US annual inflation cooled to 2.4%, while China’s slowed to 0.2%.

Read our latest market commentary for you, by YOU.
https://t.co/mMLV5yIgxw

[YOU Asset Management @YOUAsset]

Prime Minister Takaichi secures a strong majority government in Japan, smoothing the way forward for her mandate. The US government reopens, and the Bank of England keep rates on hold.

Read our latest market commentary:
https://t.co/PrB4ZeaRIv

#MarketCommentary #GlobalMarkets

[YOU Asset Management @YOUAsset]

Global markets were mixed last week as the Federal Reserve held rates steady and political developments in the US reassured investors on inflation control. Commodities performed strongly overall. Read our latest market commentary: https://t.co/XwtTSJ2RTH
#MarketCommentary

[YOU Asset Management @YOUAsset]

Each Multi-Asset Blend Fund may look like a single fund, but each is a convenient wrapper for a highly diversified, global, multi-asset portfolio - with four risk profiles designed to match a wide range of timeframes & objectives.

Watch the full video: https://t.co/FKTWVP1VlL

[YOU Asset Management @YOUAsset]

Although global equities declined over the week, previously unloved areas like UK and US medium and smaller-sized companies, and some cheaper segments of Emerging Markets, have been outperforming this year

Read our latest market commentary https://t.co/bSy8HGzTB8

#GlobalMarkets