CG ASSET MANAGEMENT - CG Asset Management Quarterly Update – Q3 2026

CG Asset Management has cut risk-asset exposure to near-record lows, betting that stretched AI-driven equity valuations and sovereign bond stress will unwind.

• Defensive multi-asset positioning: Capital Gearing Trust holds just 22% risk assets (near all-time low), 49% inflation-linked bonds, 29% managed liquidity reserve, citing stretched US equity valuations and AI hyperscaler risk.
• Returns outpaced benchmarks: CGT returned 5.6% NAV / 7.4% share price over 12 months to Sept 30, with risk-asset trusts beating the MSCI UK All Share and bonds beating the Sterling Aggregate.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.