Confidant | Winter Issue 2020/21

Partner, Education

Targeting Growth

Welcome to the Winter 2020/21  issue of Confidant, which contains the usual broad range of opinion, insights and investment ideas. Highlights include;

  • Simon Marsh discusses how we select stocks for our global portfolios
  • Mark Nelson’s take on the value versus growth debate
  • Andrew Duncan reveals three fast, cyclical and defensive growth equities
  • Svenja Keller’s responses to ten commonly asked pensions questions
  • A day in the life of Executive Head Teacher John Grove
  • Matthew Lynn on how the Chancellor should pay for the pandemic

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