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The calm before the storm?

Posted on - 12 Dec 2023

Category - Asset Allocation

It’s always difficult to come up with a viable investment strategy for December, particularly when you’re writing in the second week of December! Volumes tend to dry up in the second half of the month as everyone winds down for the holidays. We’ve seen some pretty substantial swings in equity performance in recent weeks but the battery raw materials sector continues to underperform the wider market, and with a lot of the fizz seemingly dropping away from the Energy Transition, most brokers are negative. We, however, are not so negative and feel there’s potential for raw materials equities to outperform...

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