– As we are heading into a busy news week with Fed announcements, many Q2 earnings results and EU key data publications, July might reinforce the return of investors towards quality growth equity investing. All funds performed strongly in June, 100% outperforming their benchmark. We hosted Q2 updates and virtual roadshows with managers in July and, as August should get a little quieter, we are hoping to be back in front of clients in September as vaccinations figures are increasing everywhere.