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.
Portfolio Manager, Blair Campbell, discusses the impact of easing lockdowns, vaccine rollouts and stimulus on markets in March.
Portfolio Manager, Blair Campbell, discusses the impact of vaccine rollouts and mass stimulus on markets and asset classes.
Portfolio Manager, Blair Campbell, offers some consideration for ESG investing after the Trump administration. While Biden campaigned with a progressive agenda for environmental concerns, deciding which sectors and industries will render the rewards remains the difficulty.
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