Regular investment updates and market views for private clients.
There has been considerable attention recently on the strong rally in US stocks which have comfortably out-stripped European markets. The current valuations of technology companies have come under particular scrutiny. The US certainly enjoyed a very robust earnings season but despite this, some valuations now appear challenging. Apple is a prime example. This stock is…
The value versus growth conundrum is very much a hot topic at the moment and one which is raised by most fund managers we speak to. Technology funds are the posterchildren for this debate and numerous commentators have pointed to the fact that Apple’s market capitalisation is now larger than that of the entire FTSE…
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