High-yielding and undervalued
companies may provide investors with attractive returns

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The combination of surging inflation, rising policy interest rates and the near-certain prospect of several rate
rises ahead as the Fed front-loads its policy tightening cycle, has proved toxic for bond markets

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With the construction industry under
pressure, current asset owners may be the beneficiaries

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Risking capital alongside bold decisions often reaps reward

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There is plenty of opportunity for
an active Emerging Market manager to deliver attractive returns

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While gold and broad commodities had surged on Russia’s invasion of Ukraine, in Q2 they fell back, in some cases sharply, in the face of a strong dollar and rising risks of recession, with only energy markets holding up.

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No one can deny that to serve one’s country as Head of State for
70 years is truly impressive

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If you have not already reviewed
your portfolio, then I suggest you do and continue to do so periodically

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