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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Over onfidence in the prediction of something positive or negative is an
easy trap to fall into

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The hot topic has been investing overseas, following the relaxation
of offshore investment limits; now investors can take up to 45% overseas

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The economy starts from a strong position, with a very robust jobs
market, and household wealth and corporate balance sheets in good shape

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The stabilisation of markets in May is welcome, but the outlook remains extremely uncertain

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