Whilst individual economies are at varying phases of economic revivals, August saw a continuation of the global economy’s path to normalisation. Fund Manager, Blair Campbell reviews the markets in August.
Portfolio Manager, Blair Campbell, analyses the macro factors at play over the past month and discusses their impact on our portfolio construction.
Blair Campbell looks at another month in markets, analyzing the impact of the new Delta variant and inflation concerns affecting our portfolio positioning.
Blair Campbell, discusses macro factors such as vaccine roll outs in developed and developing countries and inflation fears influencing markets in May.
Portfolio Manager, Blair Campbell, looks at another month in markets following successful vaccine roll outs and its impact on our portfolio construction.