Overview
Key Points
- The Chinese curse “may you live in interesting times” springs to mind amid current geopolitical challenges, inflation and tightening monetary policy
- Despite the uncertainty, there are opportunities for long-term investors – the key is staying focused on analysing the fundamentals of our holdings through times good and bad
- By sticking to our process, we believe we can use this volatility to our advantage and that there are good grounds for optimism
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