Macro And Strategy Review

​The key risks to the US economy remain elevated.

​The AI story is more fractured and divisive than ever.

​The Global economy is expected to grow but that growth is not expected to be uniform.

​The energy transition is progressing albeit slowly.

​Our portfolio delivered +13% in Jan 2026 and we are well placed for +70% in Fy 2025.

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​In this event, we examine the risks to our capital preservation floor and the risks to our target return, and walk through the changes we expect to make in the next period.

​For reference, a period is 2 weeks at Helix and we have 26 periods in a financial year which runs from the month of April to the following March.