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Ultimate Stocks: July ‘22 portfolio update
Our Ultimate Stocks portfolio delivers relative outperformance over a very difficult period for stock markets. Our high quality companies look well-placed to thrive, despite the more challenging outlook
Market-beating downturn
The bears have finally got it right. Years of lamenting that the stock market – especially in the US – is over-hyped have been proven correct. It was overdue. This time last year when the world was emerging from a major financial shock and stock markets just kept climbing higher, we all knew the drop would come eventually. But it still doesn’t feel nice.
2022 has been particularly tough for…
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