Skip to content

In this Q1 update, we share a snapshot of the DC market.

  • Mixed equity returns: UK and Emerging Markets rose, but Global Equities (led by US declines) fell due to trade policy fears, weak US data, and President Trump’s tariff uncertainty.
  • UK gilt declines: Yields rose on fiscal health worries, inflation, weaker growth, and increased fiscal issuance.
  • Bond outperformance: Corporate/High-Yield bonds beat gilts, with High-Yield also boosted by higher income yields.
  • Property recovery: UK commercial property rebounded despite lower Q1 activity, led by the office sector’s strongest quarterly gain in nearly two years.

Get in touch

Image Helyne Slade

Director & Head of DC Investment

Helyne.slade@isio.com See full profile

How we can help

Get in touch

Talk to us today to see how our bolder thinking can get you better results