Equity markets continued to climb through June although alot of the "momentum" stocks began to fade towards month end. This made for a tricky investment backdrop as the winners became losers and losers became winners. An uncertain backdrop means that there will be times when markets move against the trend on a short term basis. Encouragingly, the IPO markets is open again with Virgin leading the charge. Listen as lead porfolio manager Jun Bei Liu provides an update on the quarter, what has been working and where she sees the opporunities as we mook ahead.
