As promised I have posted here a topdown pictorial summary of market and investment trust performance in the first half of 2023, drawing on slides from a range of different sources. In due course I will record a video looking at trends and individual security performance in more granular detail.
To access the slides click on the link (not on the image) and use the password H12023. I am grateful to all the brokers and research houses which provide me with this raw material.
Q2 2023 market review as pdf
A reminder that without knowledge of your individual circumstances and t...
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I have added some further comments to some of the news that I summarised in the weekly podcast. Look out for my review of the year to date. It will be appearing shortly, for subscribers only.
MidWynd International The board of MidWynd International (MWY) surprised some market participants by announcing that, following the impending retirement of managers Simon Edelsten and Alex Illingworth later this year, they are taking the management contract away from Artemis and awarding it instead to Lazard Asset Management’s global quality growth team - this despite Artemis having earlier said that...
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