Good afternoon,In our continued effort to keep you updated regarding the markets and our portfolio positioning we have provided this summary for those who missed the update video from David Burrows last week. Additionally the video link can be found below (best...
Market Thoughts + Portfolio Updates Defence, Defence, Defence… In our last note, we highlighted that if market conditions continued to weaken, that investors could expect the Barometer Investment team to execute on its step by step process to reduce exposure....
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