Summer readings

What are you reading this summer? The weeks leading into August were eventful, with the unexpected outcome of the UK Brexit referendum and the unprecedented nomination for the US Republican presidential nominee, were only one side of a coin. At the same time the US economy and parts of the European economy have been performing well despite the issues, as we had been expecting at the beginning of the year. Stock markets in the US are at record highs, as are many (but by no means all) stocks in our portfolios.

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