Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
Last week we were joined for our annual ISA season conference by fifteen fund managers running money in every major market on the planet, as well as a selection of specialist managers running portfolios invested across a range of highly topical themes including healthcare, financials and commodities.
While the tragedy unfolding in Ukraine was top of the agenda for many, inflation and the effects of COVID – both negative, where it still rages, and positive, where economic activity is taking off as it recedes – were among the topics which were examined in detail.
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