Dion Hershan covers the key insights around inflation and if there were any surprises in company results due to rising input costs and labour shortages.
Joel Fleming looks at the positioning of the portfolio and what he’s been most impressed with out of Reporting Season. He also explores Fund performance and the outlook for the investment universe.
Katie Hudson discusses how small caps are impacted by rising inflation and how the recent lockdowns have impacted small caps – and was this different from 2020.
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