The opportunity in Europe
James Sym discusses how the current opportunity is shaping his portfolios in September 2022.
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“If you think forward six to twelve months, we’re probably going to be in a position where a lot of inflationary pressures have abated. If you look at some key commodity inputs, they are actually down very significantly compared to where they were at the peak – things like oil price but also lumber, building materials, copper even."
James Sym, Portfolio Manager
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