Monthly Investment Briefing:
A Game Of Two Halves

Key Points Last 12 months – It was a game of two halves, we defended the capital by holding cash into the low of October 2022, the last six months have seen a mini-banking crisis, followed by an AI driven rise in prices in the large US tech stocks. Recent Activity Buys – Where appropriate …

Monthly Investment Briefing:
A Game Of Two Halves
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