Esk Global Equity Fund activity - July 2025
4th Jul 2025
Who would have thought that over a quarter when the US dropped ‘bunker busters’ on Iran, Netanyahu escalated his campaign of destruction in the Middle East and the American budget deficit widened to record levels, that financial markets would have recovered swiftly from the early volatility we saw in 2025 to stand around all-time highs at the time of writing?
Portfolio Activity
