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 06 February 2026
The Dynamic Planner Benchmarks delivered modest positive returns last week, ranging from 0.55% to 0.59%, as markets continued to navigate a volatile and sentiment-driven backdrop. Political uncertainty in the US weighed on confidence, with heightened sensitivity around fiscal priorities and a sharp increase in expected AI-related capital expenditure, adding to concerns over sustainability and funding pressures, which kept North American equities more subdued. Listed Infrastructure emerged as a relative outperformer, reflecting its more defensive characteristics. The sector was further supported by renewed government spending commitments, including the UK’s £45bn railway upgrade and planned investment in the restoration of the Parliament building, reinforcing the appeal of infrastructure tied to long-term public funding. Fixed Income offered limited diversification, with government bonds supported but gains capped by ongoing fiscal uncertainty.
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