Market Comment July 2019 - The Hot Summer Conundrum
Europe is suffering from its worst heat wave in decades. Politicians will soon retreat to their holiday homes and have some thoughts about the merits of air conditioning and climate change. Many political issues remain unsolved across the globe and investors are mostly unsure of what to do as the two main markets are sending seemingly very different messages.
That has been the conundrum facing many hedge funds and other investors, as they try to work out whether to listen
