Macro is still in the driver's seat
Hear from Sinclair Currie, Principal and Co-Portfolio Manager at NovaPort Capital, as he shares his insights on how smaller companies fared over the past few weeks as they reported their earnings to the market.
While at first glance the numbers were better than expected, what was conspicuously absent was forward looking guidance. Sinclair will share his insights on the themes that were uncovered, how various sectors performed, and the standout stocks - good and bad. He will also discuss how investors can navigate an inflationary environment by following the fundamentals.
Funds operated by this manager: