In case you have not seen it, there is a recent interview of Rajiv posted on GQG website yesterday.
Apparently, this interview was done around mid June 22.
At the end, Rajiv is talking about sector allocation :
- "oil, still the most obvious trade"
- second is metals,
- tech now more a mixed bag vs some months ago.
Other element : Rajiv does not expect soft landing, given inflation and what fed is doing.
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