Mid Quarter Review – Core

The last three months have seen elevated volatility with some gains over the last couple of weeks. Why is this? Our view is that the relief rally comes from a combination of more attractive valuations and some encouraging macro economic news: like the rolling back of some US tariffs on China, combined with an ending of lockdown in China.

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12 Dec 2022 Insights

MID-QUARTER REVIEW ESG

12 Dec 2022 Insights

MID-QUARTER REVIEW CORE

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