Microsoft

I am adopting a new attitude when it comes to investing. Whenever I read an article which asks, “is [insert type of investing here] dead?”, I am going to consider it a good signal to buy.

AI impact

Returned 5.4% in January

Focus on EMs

'Dangerous distortions'

'Valuations limited future upside'

NAV up 1.3%

Friday Briefing

30% NAV exposed to Mag Seven

Magnificent Seven stocks up 20.4% YTD