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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Global Equity Investment Outlook – Q3 2022
The ongoing mini-crisis that erupted in the UK at the end of September underlines the broader systemic fragility, the challenges and risks of portfolio illiquidity and the very narrow execution space for policymakers.