As the summer comes to an end and the autumn slowly creeps in, it is interesting to see that markets have continued to be fairly quiet on the whole. They have however been looking quite healthy despite this calm, with considerable growth in various areas. For this month of August, our portfolio manager Daniel Greenhough and advisor Mike O’Sullivan discuss the strong pace of growth in the US and Europe. They also consider a number of factors involving China, which include the crackdown on education tech companies, a new spike in COVID cases and whether Chinese authorities will put more financial stimulus out there.

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