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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
Confidant Spring 2025

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