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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.
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.
October 2023 – Market Update
After a strong performance so far this year, September saw a reversal in fortunes for some of the US’s largest tech companies, while UK markets did relatively well. James tells Leo what he thinks is going on and highlights some positive news about one of Courtiers holdings.