Gregory Halton, Senior Portfolio Manager, assesses the opportunities and risks of the semiconductor sector that is suddenly making front-page news in this European Investor article. Click here to read the article.
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International Equity Investment Outlook – Q4 2022
After a challenging few years, Russia’s invasion of Ukraine in February made it clear that 2022 would not mark a return to the low interest rate and low volatility, post-GFC paradigm.