Troy UK Equity Income Strategy Newsletter No 14
Buybacks, valuation, and the UK equity market Over the past decade, there has been a persistent drumbeat of…
11 minsTroy UK Equity Income – Protect & Grow No.13
The Rise of Intangibles There has been a long-term shift from tangible to intangible investment in our global…
12 minsTroy UK Equity Income – Protect & Grow No.12
What’s in a margin? Profit margins are sometimes spoken of as synonymous with business quality; high margins =…
10 minsTroy UK Equity Income – Protect & Grow No.11
Back in 2017, the Lex column at the FT speculated that companies rarely in the headlines make better returns than those frequently on the airwaves.
13 minsTroy UK Equity Income – Protect & Grow No. 7
It has been a positive start to the year for markets – almost every major equity index is up year to date. Nevertheless, we are mindful of the consequences of the fastest interest rate hiking cycle in over forty years.
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