There’s one thing that markets don’t
like and that’s uncertainty

Momentum Investing at Momentum
Identifying trends and catalysts in stocks
requires skill and experience…

Daring to be different
Contrarian investing has witnessed
remarkable success stories over the
years

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

Safe as houses?
Overall, property warrants a place
alongside equities within our basket
of growth assets

The many dimensions of sustainability
One can achieve substantial results and benefit through better long-term
risk-adjusted returns

Richest match in football
Several sectors within commercial real
estate still present promising long-
term prospects

Carolean Carousel
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…