Each week Abhimanyu Chatterjee, Chief Investment Strategist at Dynamic Planner provides a clear and concise overview of how our Benchmark Allocations performed, its key drivers and trends along with notable movements within the portfolio. Designed to support you and keep you informed of how our portfolios have been performing and providing information you can discuss with your clients.
Last week: Week ending 9 January 2026
The Dynamic Planner Benchmarks delivered positive returns last week, ranging from 0.8% to 2.0%.
Emerging Markets and Asia Pacific ex Japan led performance, supported by a broader risk-on tone, though gains were largely sentiment-driven. Developments in Venezuela added a layer of geopolitical uncertainty, contributing to investor caution and weighing on fixed income markets, while North American equities posted more measured gains amid the unsettled backdrop. Alongside this, mixed macro signals including softer inflation and labour data kept expectations of future rate cuts alive, helping sustain risk appetite without providing a decisive catalyst.
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