News & Insights
Sign up for regular email updates
20
Oct
Business cycles, recession and timing the market
Gary explains why the failure of the business cycle to behave as everyone thought it would and technological progress driven by AI could be the catalyst for a brighter future for the economy, as well as providing Courtiers with exciting investment opportunities.
05
Oct
Politics, China, and exciting bargains
With the party conference season in full swing, Gary shares his thoughts with Leo on the state of UK politics, and whether it really matters who wins the next general election. He goes on to talk about the Courtiers portfolio, highlighting infrastructure funds and house builders as representing particularly good value.
11
Jul
A tale of two companies
In this research note, Gary Reynolds, Courtiers CIO, explains why despite higher revenue and profits, and better cash flow, Stellantis, the owner of a number of global marques, including Peugeot, Maserati and Vauxhall is valued at around $56BN while Tesla is valued at a staggering $835BN, around 15 times higher.
The outperformance of growth stocks such as Tesla since the beginning of 2023, only accentuates the differences in valuations between growth and value stocks and creates considerable opportunities for value investors like Courtiers, he says.
30
Sep
Burgers, bookcases, bonds and a new Courtiers Fund
CIO Gary Reynolds puts the events of the past week in perspective, explains the relevance of Big Macs & BILLY bookcases, reviews the performance of the Courtiers Funds and responds to recent BoE and market moves. He also looks forward to the launch of the Courtiers Ethical Value Equity Fund.