Markets have experienced a reasonable pullback over the past few months. There are a few factors contributing to the pullback such as higher interest rates in the US triggering concerns around growth potential, which has been exacerbated by Brexit and China/US trade wars. A risk-off climate now exists.

This environment has created high quality buying opportunities which we have recently taken advantage of and in the video below, Jamie Nicol our CIO together with Portfolio Managers Scott Kelly and Sam Twidale discuss the markets and these investment opportunities in more detail.