The start of summer brought a sharp reversal in the crowded momentum and AI trade, triggering a bout of volatility in technology stocks and putting pressure on global equity markets.
Then came the usual reminder that markets rarely give us just one thing to worry about. The ongoing conflict in the Middle East added another layer of uncertainty while bond yields moved higher on renewed inflation concerns, widening fiscal deficits and a growing supply of bonds from both governments and technology companies.
So, how did our model portfolios actually fare through all this?
In this webinar, I take a transparent look at how our model portfolios performed during the period. Well, what worked, what did not, and where we stand today. No cherry-picking, no hindsight magic. Just the hard numbers.
Yes, there will be plenty of charts. Enough to make you slightly dizzy but hopefully not enough to make you switch off your screen.
If you are one of our investors reading this and would like to be notified on future meetings, you can send me an email to reserve your spot.
I look forward to meeting you, and thank you for supporting my work.