Revisiting ‘trade of the decade’
In his book on Oliver Cromwell over 100 years ago, the historian John Morley suggested, ‘Only time tells all.’ Time and history assist perspective. This is certainly the case when […]
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Capitalising on infrastructure’s renai…
When considering sector strategy, seeking long-term tailwinds which prevail over short-term uncertainties is important. Outperformance of a benchmark over time is not typically determined by the choice of one stock […]
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Seeking resilience in a volatile world
I recently accepted an invitation from the President of the Ward of Cheap Club to address its Community Business Breakfast, which was kindly hosted by Commerzbank – the Ward being […]
Revisiting ‘trade of the decade’
In his book on Oliver Cromwell over 100 years ago, the historian John Morley suggested, ‘Only time tells all.’ Time and history assist perspective. This is certainly the case when […]
21/08/26
Read MoreCapitalising on infrastructure’s renaissance
When considering sector strategy, seeking long-term tailwinds which prevail over short-term uncertainties is important. Outperformance of a benchmark over time is not typically determined by the choice of one stock […]
22/07/26
Read MoreSeeking resilience in a volatile world
I recently accepted an invitation from the President of the Ward of Cheap Club to address its Community Business Breakfast, which was kindly hosted by Commerzbank – the Ward being […]
29/05/26
Read MoreEmbracing Einstein’s eighth wonder
In pursuing their individual remits, I am sometimes asked why our portfolios remain invested across the various asset classes – particularly when cautious of markets, and the portfolios are underweight […]
02/04/26
Read MoreEmerging outperformance
The case for emerging markets is growing stronger. After more than a decade of poor performance, last year the combination of sound fundamentals including good economic management and growth, a […]
27/02/26
Read MorePortfolio positioning and favoured themes for 2026
As usual at this time of year, there is no shortage of forecasts as to expected returns from markets and stocks. The portfolios tend to plough their own furrow relative […]
29/01/26
Read MoreThe Investment Trusts Handbook 2026 – John Baron’s Chapter
Image source: Harriman House Adjusting to stagflation Having been positive about equities in recent years, the following chapter by John Baron in ‘The Investment Trusts Handbook 2026’ explains why and […]
14/01/26
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