Welcome to the Spring 2025 Issue of Confidant, which contains the usual broad range of opinion, insight and investment ideas. Highlights;
- Paul Killik discusses why Rachel Reeves should tread carefully when it comes to tax policy
- Rachel Winter assesses the impact of recent tariff chaos in her quarterly review
- Nic Ziegelasch highlights some of the tech names that remain solid long-term bets
- Tim Bennett highlights how to improve your financial resilience in volatile markets
- James Gordon explains why cash flow models are so useful
- Luke Richardson revisits bond yields and how to interpret them
- Fund Manager Gervais Williams covers the opportunity in UK income stocks
- Eddy Dallas and Georgie Killik celebrate Killik & Co’s B Corp status