I plan to stick with a thoughts of the week approach for now and supplement that with periodic market and portfolio reviews, as well as resuming some longer Q and As with relevant fund managers and analysts, to supplement the rather shorter weekly investment trust podcast that will be the norm from here on. I hope that you are continuing to value and make use of the comprehensive trust profiles which my colleague Stuart Watson produces and find the data, news summaries and outside contributors helpful.  

Thoughts of the week

It is uncomfortable still being bearish about equities when there i...