“Higher rental growth is a necessary condition for one to start constructing a bullish case for property, rather than a nice to have”

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“What the weekend’s remarkable US event means is that we should not be so blinkered as to disregard all alternative
scenarios”

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The AI boom is at the heart of this bull market, driving a wave of investment and growth, disruption and productivity, leaving behind those who fail to embrace it

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Successful investing, much like tennis,
is about consistency and repeatability
of good decisionmaking to improve
‘Hit-Ratio’

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“Markets value political stability very highly as investment decisions are viewed with a
long-term lens.-”

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“One of the few notable falls in markets in May came in oil, down 7%, taking it back to close to its level at the beginning of the year”

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“we are seeking opportunities to add to risk assets if equity markets continue their period of consolidation seen in April”

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“the most compelling markets remain the UK and Japan which trade at a discount to global peers and offer healthy dividends”

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“equities have been boosted by the
strength of tech and growth stocks,
especially those benefitting from the AI boom”

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“The exposure to high-quality assets in the UK that investment trusts offer, at wide discounts to net asset value, is compelling.”

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