Long Range Investing
Welcome to the Summer 2021 issue of Confidant, which contains the usual broad range of opinion, insights and investment ideas. Highlights include;
- Paul Killik on our new portal and the dangers of stock rotation
- Andrew Duncan’s window into two of our top investing themes
- Stephen Timoney’s insights on share buybacks and dividends
- Svenja Keller’s discussion around post-pandemic planning
- Economist Vicky Pryce’s assessment of the economy after Brexit
- Peter Bate’s three Special Situations value plays
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