Jonathan Davis As promised I have recorded a video looking at the recent performance of the markets and some favoured investment trusts. I will follow this up in a few days with another look at the portfolios we monitor, to take account of some changes I am in the process of making. The bottom line: the equity markets have been quiet recently but the upward trend of the last 10 months has persisted without so far a significant correction. The UK equity market continues to look attractive on the basis of relative valuations. 

  Here is the link to the video. Meeting Recording: https://us0...