Looking to the potential of special situ…
A theme running through these monthly columns is to seek situations where there has been a disconnect between sentiment and fundamentals – and, in all humility, suggest opportunities when the […]
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Baron & Grant on Asset TV – ‘A …
It was great for Chris to contribute to Asset TV’s latest Investment Trust Edge episode – ‘A Changing Investor Landscape’. Please use the link below to watch the video. Link […]
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The case for private over public debt
My column last month (‘The great rotation’, 25 April 2025) reminded readers that, while the portfolios have been overweight UK equities relative to benchmarks, they have been underweight equities for […]
Looking to the potential of special situations
A theme running through these monthly columns is to seek situations where there has been a disconnect between sentiment and fundamentals – and, in all humility, suggest opportunities when the […]
24/06/25
Read MoreBaron & Grant on Asset TV – ‘A Changing Investor Landscape’
It was great for Chris to contribute to Asset TV’s latest Investment Trust Edge episode – ‘A Changing Investor Landscape’. Please use the link below to watch the video. Link […]
03/06/25
Read MoreThe case for private over public debt
My column last month (‘The great rotation’, 25 April 2025) reminded readers that, while the portfolios have been overweight UK equities relative to benchmarks, they have been underweight equities for […]
27/05/25
Read MoreThe Great Rotation
We live in interesting times. The introduction of tariffs by the US Administration poses a key question as to how portfolios should be positioned at a time of heightened economic […]
24/04/25
Read MoreTime for Europe
Until recently, sentiment towards the continent’s equity markets had long been poor for various economic and political reasons and not been helped by Russia’s invasion of Ukraine. Yet, while not […]
21/03/25
Read MoreSmaller companies are due their time in the sun
Last year smaller companies once again underperformed the market in part because the US tech mega-companies cast a long shadow. The ‘Magnificent seven’ swept all before them and there was […]
20/02/25
Read MoreThe case for capital preservation trusts
Previous columns have highlighted in some detail why markets will continue to climb the wall of worry and yet also the importance of increasing diversification as an investor’s risk-adjusted investment […]
20/12/24
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