It has been another solid quarter for investment portfolio performances.

At the half-way point of the year, investment markets are locked on three key themes including: vaccination speed, economic stimulus, and rising inflation prospects. Governments remain focused on opening their economies back up and providing sufficient spending support while central banks are keeping their economies awash with cheap funding. Inflation is rising but presently viewed by authorities and markets as being transitory only and just reflecting the stresses and strains associated with re-opening.

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Posted: Mon 19 Jul 2021

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