Confidant | Summer 2021

Tim Bennett

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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