The 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 […]
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Time 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 […]
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Smaller companies are due their time in …
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 […]
The 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
Read MoreThe Investment Trusts Handbook 2025 – John Baron’s Chapter
Image source: Harriman House The following chapter by John Baron in the recently published ‘Investment Trust Handbook 2025’ explains why he believes markets will continue to climb the wall of […]
13/12/24
Read MoreAutumn Budget 2024
Image: Chris’ own “Budget briefcase” that was used in The Crown TV series! Rachel Reeves’ first Budget as Chancellor has had the rumour mill in overdrive as she strives to […]
01/11/24
Read MoreRegulatory regime relief
In recent years the investment trust sector has endured a perfect storm not of its making. Investors have suffered as discounts have widened. Yet, when investing, the long sweep of […]
28/10/24
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