In June, markets paused for breath as they digested geopolitics, the prospect of higher interest rates and a wave of AI-related debt and equity capital raising. Investors became more selective and equity market leadership broadened to include more sectors. We see this as good news as a healthy market is often a more balanced market.
In this month's Investment Snapshot, Palak Zenklusen, Senior Investment Advisor at Vontobel SFA, shares our thoughts.
