Isio Perspective – July

In an era of constant market noise and shifting geopolitics, our goal for this new series is simple – to provide you with around ten minutes of clear thinking every month that cuts through the headlines and focuses on what impacts markets and investments.

A one-stop digestible explanation of the month past and the things to be thinking about for the months ahead.

In the latest edition of Isio Perspective, Ajith Nair (Chief Investment Officer at Isio) is joined by Ben Jones (Head of Research at Invesco) and Justin Jewell (Head of Specialist Credit at Ninety One) to explore the key drivers of markets in Q2. Despite ongoing geopolitical and economic uncertainty, the discussion highlights the resilience of global markets, the strength of underlying corporate fundamentals, and emerging opportunities across both equity and credit

The views in this video are the opinion of Isio, NinetyOne and Invesco only and do not constitute advice. This video does not constitute a financial promotion and is a general update on markets for informational purposes only.