Skip to main content

The Zone: Your quarterly newsletter - Winter edition

31 January 2025Insights, Managers, Performance, Education

Alliance Witan

In the Winter edition of your newsletter:

We explore how earnings growth could drive performance in the year ahead, as investors question whether markets can achieve a third straight year of strong returns.
Despite Europe’s battering from political and financial fronts in 2024, we cut through the pessimism to explore the potential investment opportunities it has created and consider what 2025 might hold for European equities.

Hedge fund Saba’s bold move against seven investment trusts has exposed weaknesses in retail investor voting and trust governance.

We also have two stock spotlight videos:

  • Brian Kersmanc from GQG discusses Meta’s growing strength in market relevance and its monetisation of AI

  • Lyrical’s Andrew Wellington examines the aircraft leasing company AerCap

We hope you find this newsletter informative and valuable. If you'd like more information on the Trust, please visit alliancewitan.com or email  investor@alliancewitan.com.