Views & News

Under the Bonnet

| UK Equities
Tom Matthews
19 Oct 2021
  • The macro debate over the month remained dominated by supply chain disruption, employee shortages and resulting inflation fears both real and expected.
  • The Fund suffered a poor month in September with the portfolio affected by the energy crisis, commodity price declines and subdued performance from a number of our larger positions. 

  • The macro debate over the month remained dominated by supply chain disruption, employee shortages and resulting inflation fears both real and expected.
  • The Fund suffered a poor month in September with the portfolio affected by the energy crisis, commodity price declines and subdued performance from a number of our larger positions. 

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