Weekly Update 20 November 2023
The investment case for banks remains strong from these levels.
Weekly Update 20 November 2023 Read More »
The investment case for banks remains strong from these levels.
Weekly Update 20 November 2023 Read More »
My thesis about banks has not yet played out.
Weekly Update 13 November 2023 Read More »
Why are there still active asset managers?
Weekly Update 6 November 2023 Read More »