We’re encouraged by what we see in the market, the ‘Trump-bump’ has buoyed market sentiment. The reinflation born in the US is a good thing for markets, we’re encouraged that monetary policy no longer seems to be the only game in town as fiscal stimulus gains favour. While the reflation argument is taking place, interest rates will go up quite gradually, but there will be bumps along the way. Our high conviction stocks represent companies we think can thrive regardless of the prevailing economic environment. In December, we’ve added one new stock to our high conviction list, click here for the text version: (VIEW LINK) or watch the video below.


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