Weekly Note: if you will it a recession will come, systematic quality investing and RFK Jr

Plus, a systematic quality fund to rival Fundsmith and Blue Whale, as well as EM without China and the strange Mr Robert Kennedy Jr

Programming note: As it’s the summer holidays and it's still warm (30 degrees currently), I’m on weekly notes with normal service (thrice weekly) resuming in September. Next weeks note will be shorter than usual with just one main idea

Macro: Recession – if you will it….it will come

One week on, and what can we say about the markets? Like many of you, I’v…