Confidant | Summer 2021

Partner, Education

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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