Our insights
Segro is a real estate investment trust (REIT) that specialises in owning and developing warehouses, data centres and logistics sites in the UK, focussing on ‘edge-of-town’ spaces.
Terry Smith, founder and CEO of Fundsmith wrote in 2010 about the rationale for investing in Del Monte, which most people associated as a canned fruit producer.
Many viewed November as a month when the rotation from growth to value took hold. James Godrich explains why he doesn’t feel this is relevant.
Markets have been encouraged by the advent of the coronavirus vaccination programme and unsettled by the prospect of a no-deal Brexit.
Freddy Colquhoun looks ahead to next year from an asset allocation perspective and suggests the UK could be the surprise market.
With yet more vaccines coming on stream, markets have continued to be buoyed by the belief that some form of normality will return by spring next year.
JM Finn is delighted to announce that Jonathan Marsh has joined the firm as a senior investment manager.
JM Finn is holding a virtual conference in December, bringing together some experts to share their insights.
What a difference a week can make!
James Godrich, manager of the Coleman Street portfolios looks back at October.
John Royden looks at what is in store for the US.
Brand ambassador Tammy Beaumont reports from Sydney on the Women’s Big Bash.
Our own Footsie index has been struggling of late. A six-month low was struck as investors went into a risk-off mode as fears grew of the economic damage that was being wrought by the pandemic.
Research Analyst James Ayling looks back at Q3 and suggests market volatility will persist.
If you like this article, follow us for more insights.
To receive more content like this subscribe today.