Kit Winder

Stock selection vs asset allocation, and the secret third ingredient to better portfolios

In today’s issue: Stock selection vs asset allocation The important concept of “interaction” How to manage sectors and cycles as the cycle turns Question for…

Yes, John called it!

Our investment director John Butler is on the record as having predicted a sizeable Trump victory. Not only has Trump won by a huge margin; he appears to have held the Republican House majority and even to have flipped the Senate. What might this mean for the financial markets? In this interview, John offers some insights.

The breakthrough material powering AI and the energy transition

If we’re too slow getting to net zero, carbon capture is going to have to get much more efficient. It’s struggled so far, but this breakthrough material could change that…

Stock market cycles are like test match cricket

[Green Energy Week is kicking off at our sister publication Exponential Investor. If you want to discover how you could make the green energy transition…