Sun, Sand and Summer Liquidity

So it’s that time of the year, a great opportunity to reflect, relax and rejuvenate as the summer months bring a sense of calm to the markets and we all go on holiday to recharge…err…who am I kidding! As we all know, this is no typical year and no typical summer and as active investors we need to continue to be on our ‘investment toes’ as well as on the beach…