This quarter, we are changing up the format of our traditional market update, aiming to shed more light not just on the movements of the market, which are reported in the Q2 2024 returns table on pg. 1, but on how we view the larger dynamics at work from the research, analysis, and portfolio management perspectives.
We hope you enjoy this series of seven questions with CEO and Chief Investment Officer Pete Robbins, and we welcome your follow-up questions on any of the topics we explore.
