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US politics continues to take centre stage in the news and this will likely remain the case for the foreseeable future. The political volatility is only one aspects to consider when investing however and investments have been said to ‘climb a wall of worry’.

This week we hosted our quarterly Tacit Thought Live webinar in which Raj Basra, Chief Investment Officer at Tacit, provided some thoughts covering:

1. Our investment philosophy and longer term approach to investing
2. Performance of our strategies in the first half of this year and the diverse drivers of returns
3. Our investment outlook for the remainder of the year and looking ahead to 2025

Please click here to view a recording of the event.

As always, should you have any questions regarding your investments or our views, please do not hesitate to get in touch with your investment manager.

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