I must warn readers upfront that we at Seneca are value investors, and are thus naturally sceptical about growth investing in its simplest form, namely buying the stocks of companies that exhibit the highest sales, assets, profits, growth, etc.
However, we are equally sceptical about simplistic value investing, namely buying stocks just because they have low price-to-equity, price-to-book, price-to-sales ratios, etc. The original 'value investing'...
Alliance Trust Savings tops lists
Letter to CEOs
Plans to dominate asset management coverage of the shares
Fidelity's Jeremy Podger reviews the areas that have led global equities in recent times. He assesses whether these trends are showing signs of fading and looks back at past "mega-trends" for an insight into what could happen next.
Focus on strong ESG scores