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 minsIncome Matters No.8
...a little with the head of Maradona, and a little with the hand of God Diego Maradona, 22nd…
13 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 minsGlobal 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 minsIncome Matters No.7
The only constant is change Some readers will have read our multi-asset team’s recent note on gold. While…
13 minsTroy 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 minsTroy Global Equity Newsletter No.17
The start of any new year is an opportunity to reflect on the present and make resolutions for the future. This year the opportunity is made all the greater by the passage (at the end of 2023) of the Troy Global Equity Strategy’s 10-year anniversary
8 minsIncome Matters No.6
This piece explores the greater focus given by investors to a company’s environmental footprint and its relationship with all stakeholders.
10 minsTrojan Global Equity Fund Newsletter No.16
Stocks for life, not just for Christmas Gabrielle’s household has a new member. Ida is a 12-week-old Labrador…
9 mins