Back half looks tricky


Not a traditional market ethos this week, as instead we focused our efforts on our seven page Investor Strategy report and what to expect in the second half of the year. 

See the Investor Strategy report HERE

Topics Include:
I. Market Recap
II. Market Cycle
III. Fundamentals at Risk
IV. Corporate borrowing - Are behaviours changing?
V. Buybacks - A crumbling pillar of strength
VI. Portfolio Positioning