…many UK companies (and in particular
mid-caps) are an undervalued opportunity…

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Selling investment trusts at this time does not feel economically rational

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When sizeable banks fail investors are
rightly nervous, and this was immediately
reflected in markets

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… it’s easy to fall into a state of complacency from overly relying on quantitative indicators…

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Asset managers and financial advisers
must focus on helping clients narrow the gap between time-weighted and money-weighted returns

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A correlation seems to exist between the
patience of investors and access to information

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We often find the best opportunities present themselves when others are fearful

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As the saying goes, “You never know you’re in a bubble until it bursts”

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There has been a meaningful shift in
investors’ interest rate expectations

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At times great companies might not be great investments

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