Matthew Johnson notes markets had the worst April since 1970, worst March since 2020, and highest CPI since 1980 - meaning it hasn't been rosy for those chasing performance. He says with the current overall conditions, he is using volatility to pick up what has been discarded by looking at world-class companies with 20-year low P/Es.
13 May 2022
The Watch List
14 Mar 2022
The Watch List
14 Apr 2022
The Watch List
25 Apr 2022
The Watch List
06 Apr 2022
The Watch List
25 Mar 2022
Market On Close
18 May 2022