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Investment Outlook
July, 2024
US politics continues to take centre stage in the news and this will likely remain the case for the foreseeable future. The political volatility is only one aspects to consider when investing however and investments have been said to ‘climb a wall of worry’.
This week we hosted our quarterly Tacit Thought Live webinar in which Raj Basra, Chief Investment Officer at Tacit, provided some thoughts covering:
- Our investment philosophy and longer term approach to investing
- Performance of our strategies in the first half of this year and the diverse drivers of returns
- Our investment outlook for the remainder of the year and looking ahead to 2025
Please click here to view a recording of the event.
As always, should you have any questions regarding your investments or our views, please do not hesitate to get in touch with your investment manager.
Please note that Tacit Investment Management will move to a new office at the end of July.
Our new address from 1 August 2024 will be 14 Hanover Square, London W1S 1HN. If you are writing to us, this is the address you should use from 1 August 2024. If you are visiting us, you will find that we will have moved only a couple of steps along Hanover Square.