Gresham House
Specialist asset management
September 2023
September 2023
Stock market traders have a phrase ‘the trend is your friend’
One of the trends over the past few years, both pre and post covid, has been in ‘glamour’ stocks – these are companies typically characterised by high growth potential, strong market sentiment, and often trade at high valuations relative to their current earnings or book value.
These stocks are often associated with popular and trendy industries or companies that have a compelling narrative that captures the imagination of investors.
In our latest webinar Kathryn Hannon, Derek Heffernan and John Mattimoe explore opportunities in today’s market, where they are finding pockets of opportunity against a challenging macroeconomic backdrop and the fundamental characteristics of the companies they look to invest in.
