More time needed to get results
The main headline I was gifted by the efforts of the England football team last evening!
I propose to write the Deep Dive monthly commentary as an assessment of markets over the first half of the year (a brief one – I am not one to waste your time on history) and more usefully, to look forward to the rest of the year with some pointers on asset allocation and risks.
To do that, I need to have resources available that are not going to be published for a week or two yet, so I will defer publication of my article until the second or possibly third week of July.
In the meantime, here is an anecdotal snippet.
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