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.
