Latest Commentary



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Thursday, 13 March 2025

Military-focused ETFs to consider

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You will recall I nominated defence as one of two key sectors to benefit from a Trump administration (the other sector was energy). This market sell-off provides the opportunity to consider military-focused ETF..

Monday, 10 March 2025

Saturday, 08 March 2025

Thursday, 06 March 2025

Two earnings season opportunities

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A LIC trading at an unusually large discount to its historic average could be a buying opportunity. AFIC, the market’s largest LIC is at an unusually large discount compared to its long-run average. The marke..

Monday, 03 March 2025

Saturday, 01 March 2025

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