Contrarian investing has witnessed
remarkable success stories over the
years
19 Jun 2023
12 Jun 2023
Monthly viewpoint – May 2023
The extraordinary success of ChatGPT
following its launch in November 2022 is
leading to a surge in demand for high end
processors to power AI applications
12 Jun 2023
Safe as houses?
Overall, property warrants a place
alongside equities within our basket
of growth assets
5 Jun 2023
The many dimensions of sustainability
One can achieve substantial results and benefit through better long-term
risk-adjusted returns
22 May 2023
Richest match in football
Several sectors within commercial real
estate still present promising long-
term prospects
15 May 2023
Carolean Carousel
There is a natural linkage between the
concept of success and that of succession
10 May 2023
Monthly viewpoint – April 2023
The apparent calm masked troubling
turbulence for markets below the
surface
24 Apr 2023
Football versus Soccer
…many UK companies (and in particular
mid-caps) are an undervalued opportunity…
17 Apr 2023
In Changing of the Seasons We (Investment) Trust…
Selling investment trusts at this time does not feel economically rational
10 Apr 2023
Monthly viewpoint – March 2023
When sizeable banks fail investors are
rightly nervous, and this was immediately
reflected in markets
