There is a natural linkage between the
concept of success and that of succession
Monthly viewpoint – April 2023
The apparent calm masked troubling
turbulence for markets below the
surface
Football versus Soccer
…many UK companies (and in particular
mid-caps) are an undervalued opportunity…
In Changing of the Seasons We (Investment) Trust…
Selling investment trusts at this time does not feel economically rational
Monthly viewpoint – March 2023
When sizeable banks fail investors are
rightly nervous, and this was immediately
reflected in markets
Lessons learned from the bank-run playbook
… it’s easy to fall into a state of complacency from overly relying on quantitative indicators…
Managing uncertainty: a question of weighting?
Asset managers and financial advisers
must focus on helping clients narrow the gap between time-weighted and money-weighted returns