We leave our overweight in equities and underweight in fixed income recommendation in place. We continue to believe that assets and sectors sensitive to the economic cycle should outperform in this late stage of the cycle. Seasonal headwinds during Q3 could offer attractive entry points for new money.
Dear Valued Clients,
We are pleased to provide you with a copy of our monthly investment newsletter, The Kelland Bulletin (CLICK HERE). You will notice a new look and feel to this edition, we hope that you enjoy it! As always, we welcome your feedback and your questions.
Wishing everyone a safe and enjoyable summer!