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MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS Markets broadly bullish, especially equities, with some consolidation in...
Global Market Overview Global markets continued to build on their mid-year momentum in July, buoyed by easing inflationary concerns, resilient corporate earnings, and improved risk appetite across developed and emerging markets. US equity markets delivered another...
MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS US equity market exceptionalism remains evident, with strong equity performance...
MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS US equity markets and earnings growth continue to outperform other regions,...
MEETING PURPOSE Our investment team aim to meet every week to discuss the macro environment and how this could impact our current and future portfolio construction. KEY TAKEAWAYS Equity markets remain bullish, with growth stocks catching up to value stocks...
