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Growth, inflation, policy and sentiment impact investment returns
Strong risk-adjusted returns in a volatile year
Hobson鈥檚 choice between sterling and the US dollar is best left up to rules
Currency volatility casts a shadow over portfolios
Asset allocation proves its worth when conditions are unpredictable
Stay in shares to capture upside but build crash protection into portfolios
Investors can position smartly as negotiations play out
Positioning portfolios for tariff fireworks
Sensible precautions while staying invested
Guard against escalation and avoid sucker punches
