Fund reviews

Investment markets constantly change. In our fund reviews, portfolio managers discuss specific funds and keep you up to date with returns and the markets.

Monthly Tactical Update

July 2024

Granite Managed Portfolios Tactical Update

Equities face volatility in August

Weak jobs data and a lukewarm earnings season raised doubts over whether the U.S. will avoid a recession. As volatility hit richly-valued U.S. equities, major indices sold-off. We think markets are overreacting and demands for deep interest rate cuts are overdone.