Scope This article is aimed at those considering investing for the first time. It might also serve as a refresher for more experienced investors wishing to revisit some investment basics. …
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2021 2021 was a lacklustre year for growth and smaller companies compared to 2020, as credit spreads widened and inflationary pressures became more evident. 35% of the S&P’s return came…
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At Dowgate, a crucial part of our strategy is identifying winning businesses that can provide superior returns over the long term. While we have a clear idea of the characteristics…
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Q3 2021 saw equity markets broadly track sideways. The main features were supply constraints, growing fears of stagflation, loosening COVID restrictions, concerns regarding China, and continued substantial capital flows into…
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Inflation replaced Covid-19 as the markets’ main preoccupation in Q2 2021. The market over-reacted to short term inflationary fears and has, for now, settled on the “transitory” inflation narrative. However,…
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