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Welcome to the Summer 2025 Issue of Confidant, which contains the usual broad range of opinion, insight and investment ideas. Highlights;

  • Paul Killik explains why we should all try to get ahead in the 2025/26 tax year
  • Rachel Winter rounds up the biggest events from the last quarter for investors
  • John Emerson from Capital Group talks about Trump’s tariffs
  • Tim Bennett covers volatility and the best way to invest when it strikes
  • Graham Neale’s team introduce three of their best defence stock ideas
  • Mat Malek revisits the role of bond market “vigilantes”
  • Tom Slater discusses technology and AI with Gordon Smith
  • Jonathan Drysch flags a way to mitigate inheritance tax for smaller businesses
Confidant Summer 2025

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