Income Matters No.9

We believe that many of the favourable conditions that have propelled markets for the last several decades are fundamentally changing for the worse, and that the equity market as a whole look highly concentrated and fully valued.

12 mins

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 mins

Troy 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 mins

Troy Global Equity Strategy Newsletter No.19

That’s not all, folks Without wanting to count our chickens too soon, it is natural to reflect on…

10 mins

Income Matters No.8

...a little with the head of Maradona, and a little with the hand of God Diego Maradona, 22nd…

13 mins

Troy 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 mins

Troy 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 mins

Global Equity Strategy Newsletter No.18

We are surprised by the strength of markets so far this year and the magnitude of the gains, especially since the multiple interest rate cuts so widely expected at the start of the year have failed to materialise.

8 mins

Income Matters No.7 

The only constant is change  Some readers will have read our multi-asset team’s recent note on gold. While…

13 mins

Troy UK Equity Income – Protect & Grow No.10

The re-emergence of the Chinese economy onto the global stage has been one of the dominant themes for markets since I began my investment career in 2007. It is hard to believe that it was as recent as 2006 that China’s nominal GDP overtook the UK’s!

8 mins