Quarterly investment report January 2024

Welcome to the second edition of our new style investment report. This information was previously issued bi-annually within our Equinox magazine, but we wanted to provide you with the latest news more timely, with the added benefit of being able to view it in both video and written format.

Video series

In the first of three videos, Investment Manager, Mike Deverell focuses on the economy, how much this has changed over the last few years, and the impact it has had on various asset classes. The question is, what can we expect to see in the future given recent positive indicators?  

In the second video, Mike takes you back to 2022 and discusses the major asset classes that we invest in before bringing you up to date with his thoughts on which stocks have real potential for growth.

In the final video, Mike concentrates on the long-term returns of our core portfolios (the written report includes information on other portfolios), the adjustments we’ve made and the results of those changes.