- Anxiety about the debt ceiling in the U.S.
- Value Flop – AI Shares Top!
- Inflation continues to fall
- Summer doldrums ahead?
- Belvoir Global Allocation II Universal Fund down 1.2% in April, +7.0% YTD
With just under 76% in equities, 16% in bonds and 8% in cash, we positioned ourselves in our neutral positioning.