Aperture European Innovation Fund - Q3 2022 Commentary

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Commentary for Q3 2022 on Aperture Investments SICAV - European Innovation Fund by Anis Lahlou, Portfolio Manager at Aperture Investors
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Anis Lahlou

Anis Lahlou, CFA

Chief Investment Officer based in Aperture’s London office

Aperture European Innovation: Commentary for Q3 2022

The death of the Queen certainly marked the end of a long era of sovereignty. But then as the effect of inflation started impacting the cost of living, everything else related to government and fiscal policy has been unfolding right in front of our eyes, thereby ushering in the end of an era and beginning of a new one: a new Prime Minister and her Chancellor announcing a “mini-budget” with tax cuts worth GBP45bn but already costing the currency’s credibility, unprecedented GBP65bn emergency bond-buying from the Bank of England, and serious concerns over trust in the Conservatives when it comes to the economy with Labour surging a 33-point lead (source: YouGov), which is the largest poll lead ever enjoyed by any party with any pollster in the past 33 years! 

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Aperture European Innovation Commentary Q3 2022
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