In our May 2021 Letter to Investors we take a look at the better than expected economic recovery from COVID and ask whether a V-shaped rebound is making way for one more resembling a “Z” or “F”.
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Monthly Archives: "June 2021"
The challenges of short-term market forecasting
In our Investment Strategy Note we take a look at the components of share market returns and how they make short term market forecasting a difficult, if not impossible, exercise.
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