Markets have risen very strongly in the first half of this year, with tech companies being a key contributor. Though risks remain, we think the most likely scenario is a continuation of this relatively benign environment – one characterised by improving inflation, some interest rate cuts and good enough economic growth. In this month's Insight, we discuss this outlook and our portfolio positioning.
Markets have risen very strongly in the first half of this year, with tech companies being a key contributor. Though risks remain, we think the most likely scenario is a continuation of this relatively benign environment – one characterised by improving inflation, some interest rate cuts and good enough economic growth. In this month's Insight, we discuss this outlook and our portfolio positioning.
Markets have risen very strongly in the first half of this year, with tech companies being a key contributor. Though risks remain, we think the most likely scenario is a continuation of this relatively benign environment – one characterised by improving inflation, some interest rate cuts and good enough economic growth. In this month's Insight, we discuss this outlook and our portfolio positioning.