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London
Joined July 2012
Our investment specialist tackles AI euphoria, space fever and more earthly pursuits... tinyurl.com/ycyh7uff Capital at risk.
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Jo, Ryan and David discuss the latest news and results in the investment trust world... tinyurl.com/bd6xbpzd Capital at risk.
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Why the JUSC and BASC merger makes sense... tinyurl.com/4yb4ksmb Capital at risk.
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We highlight how well some UK small cap trusts have done despite all the negativity... tinyurl.com/yc6tkn99 Capital at risk.
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Alan Bartlett discusses GOT's flexible investment strategy, downside protection, stock selection and navigating today's market risks... tinyurl.com/bdda4pbj Capital at risk.
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Julian Bishop discusses Brunner's all-weather investment approach, UK equities, AI risks and balancing quality, value and growth... tinyurl.com/2upty8hs Capital at risk.
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CORD continues to deliver on its buy, build & grow strategy... tinyurl.com/45wu8cs6 Capital at risk.
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China’s LLMs have closed the gap on America’s frontier models… tinyurl.com/33h3xtts Capital at risk.
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The ancients saw the will of the gods in the flight of birds; our analysts think mergers may offer similar augurs for investor sentiment... tinyurl.com/mtpwbkjy Capital at risk.
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Move over growth, income is back in town... tinyurl.com/bd9s9n5d Capital at risk.
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Stock selection prowess has delivered another year of outperformance... tinyurl.com/66svs2ry Capital at risk.
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Renewable assets tend to be highly cash generative… tinyurl.com/7km9zssz Capital at risk.
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We ask what activists have achieved this year, and how boards' responses have left the sector stronger... tinyurl.com/fdz3ymx2 Capital at risk.
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CCJI’s Theo Wyld sees scope for further gains from Japanese stock markets… tinyurl.com/49sustu3 Capital at risk.
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Recent results showcase the value added through Masaki’s stock picking... tinyurl.com/3hfnuhwb Capital at risk.
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JAGI’s Robert Lloyd argues the valuations of Asia chipmakers looks attractive… tinyurl.com/57s5ek7k Capital at risk.
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Has China become too cheap to ignore? tinyurl.com/mt6ft24b Capital at risk.
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After a decade adrift, could small cap discounts be the next trade? tinyurl.com/bdhdv9jf Capital at risk.
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BHMG’s discount narrows, following a number of Board-led initiatives... tinyurl.com/4fuxn4k9 Capital at risk.
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There’s value hiding within the UK smaller companies market… tinyurl.com/4zwb3u6j Capital at risk.
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