Investment Insights Don't predict, prepare 17/5/22 Open April monthly commentary 10/5/22 Open The only free lunch 18/4/22 Open Numbers over narrative 6/4/22 Open February monthly commentary 11/3/22 Open A focus on Healthcare 28/2/22 Open January monthly commentary 11/2/22 Open Feb 2022 Flash note 8/2/22 Open 2022- Time to take action (an alternative approach) 25/1/22 Open Mitsubishi Electric - Stock in focus 22/12/21 Open November monthly commentary 10/12/21 Open Sodexo: Stock pick for a post-COVID world 25/11/21 Open October monthly commentary 15/11/21 Open Don’t ask 'will it rain?' Take an umbrella in case it does. 29/10/21 Open Positioning with income in shifting market conditions - part 3 12/10/21 Open Positioning with income in shifting market conditions - part 2 1/10/21 Open Positioning with income in shifting market conditions - part 1 23/9/21 Open August monthly market commentary 10/9/21 Open Landsec - Building wealth with REITs 3/9/21 Open Yield and wages 24/8/21 Open July monthly market commentary 11/8/21 Open 3 global trends to watch for 06/8/21 Open Why you need an income engine 27/6/21 Open Earnings opportunity: US v Europe 14/6/21 Open May monthly market commentary 10/6/21 Open 3 stocks, 3 stories 30/5/21 Open 8 stats that should matter for investors 13/5/21 Open Why income is as important as ever 27/4/21 Open Time for action 29/3/21 Open Opportunity Knocks: Europe 19/2/21 Open 6 picks for the reset 4/2/21 Open The 2021 Reset 18/1/21 Open The income option 16/12/20 Open Value's gradual rotation 3/12/20 Open An alternative Alternative 21/10/20 Open Prudential 9/10/20 Open 60/40 is wounded 24/9/20 Open Hiding in plain sight 9/9/20 Open The Long and the Short of it 11/8/20 Open The stimulus factor 20/7/20 Open 2 steps forward, 1.5 steps back 22/6/20 Open As dividends across the world get cut, where to for income? 6/5/20 Open Monetising uncertainty and backing value 17/4/20 Open Income, Growth and Certainty: Balancing the Needs, Challenges and Dilemmas of Retirement Investing 1/6/19 Open Rising Pension Liabilities – A Further Drag on Long Term Returns 1/5/19 Open Nowhere to hide – It’s not Asset Allocation that matters…it’s Strategy Selection 1/10/18 Open The dividend challenge – an increasingly important consideration 1/7/18 Open Portfolio valuation and confidence in the future 1/3/18 Open Myth: Strong earnings drives strong equity returns 2/2/18 Open Volatility – Set to be a tailwind 1/2/18 Open Genuine diversification benefits 10/1/17 Open