In Q2, there was a wider dispersion between the winners and the losers, says Amit Parmar investment specialist in J.P. Morgan Asset Management’s International Equity Group, which co-manages the STANLIB Global Select Fund’s strategy. In this podcast, he discusses the performance and adjustments made to the stocks within the global select portfolio, the team’s views on how these stocks will perform in the next quarter and how the fund has been positioned to take advantage in the current market environment.

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