In this update, Helen Roughsedge, Investment Director, discusses:
- Which themes have been driving performance in Q2 and the key challenges
- If we are still on track for a soft-landing scenario and the outlook for the global economy
- What the risks are with the outlook and how Fulcrum is positioned to reflects this
- Fulcrum’s positioning & outlook going into the second half of the year
This content is provided for informational purposes and is directed to professional clients and eligible counterparties as defined in Directive 2011/61/EU (AIFMD) and Directive 2014/65/EU (MiFID II) Annex II Section I or Section II or an investors with an equivalent status as defined by your local jurisdiction. It is not intended for retail clients. Information provided does not constitute investment advice and should not be relied upon as a basis for investment decisions. It has been produced as thought leadership which represents our intellectual property. Reproduction of this material in whole or in part is strictly prohibited without prior written permission of Fulcrum Asset Management LLP. Copyright © Fulcrum Asset Management LLP 2024. All rights reserved.
FC627 100724
