January 2023 Investment Review – Alan Green talks to Ken Baksh January 5, 2023 – Posted in: Blog

January 2023 Investment Review – Alan Green talks to Ken Baksh. Covering global markets, trends for 2023 and expected developments, the interview is published in conjunction with Ken’s investment report here Ken’s outlook is best summarised with ‘Ken’s Tens’. • Keep an overweight position in renewable/infrastructure, especially in investment trust (page 21). • Favour value over growth generally-trade has further to run. • Stay neutral/overweight in UK equities relative to your benchmark (page15). • Overweight…

Ken Baksh – December Investment Monthly December 6, 2022 – Posted in: Blog

In our December investment review, Ken discusses the macro picture in the US, Europe, China and Japan before looking at the effects of inflation. We then look at moves over the past 2 months before moving to the UK economy and issues such as consumer confidence, the trade deficit and Govt deficit, insolvencies and recession expectations. Ken highlights the good job that PM Rishi Sunak has done in steadying the ship, before we look at…

January 2023 Investment Review – Alan Green talks to Ken Baksh January 5, 2023 – Posted in: Blog

Ken Baksh – December Investment Monthly December 6, 2022 – Posted in: Blog

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