Quarterly Investment Commentary Q2

They explore the likely impact of interest rate cuts, examine the extent to which stock market gains have been concentrated in a small number of companies and assess other risks and opportunities they see on the horizon.

The team also provide a rundown on key buys and sells during the quarter and provide an update on portfolio positioning, before highlighting their ‘Featured Fund’ and moving on to explore the likelihood of different scenarios for the global economy.

Read the update here

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This article is provided for general information purposes only and should not be construed as personal financial advice to invest in any fund or product. These are the investment manager’s views at the time of writing and should not be construed as investment advice. The opinions expressed are correct at time of writing and may be subject to change. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.