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Latest Blogs

May 20, 2021
Published by ysamad at May 20, 2021
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Vedant’s Diary 15th April 2021

Market Outlook Markets were jittery during March reacting to macro news like bond yields surging from low levels, fears of inflation and a rotation out of […]
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May 20, 2021
Published by ysamad at May 20, 2021
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Vedant’s Diary 13 May 2021

Market Outlook Positive earnings reports combined with subsiding bond yields and the expectations of a stimulus calmed market nerves in mid to late April. We had […]
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March 26, 2021
Published by ysamad at March 26, 2021
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The duration of growth equities!

The financial media make sweeping statements that the value of growth equities is sensitive to a rise in Tresaury yields due to higher duration, explaining or […]
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RECENT NEWS

September 28, 2021

Belfield Capital publishes note on Alibaba Group

September 28. 2021 see our new note in Research on Alibaba Group
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February 24, 2021

Tracking My Favourite Investment Companies

I am now publishing a list of some of my favourite investment companies. These are closed ended vehicles, all listed...
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July 27, 2020

Belfield Capital publishes research note on Ebro Foods

Ebro Foods is a Spanish food producing company, a global leader in rice and second in pasta. Download the note...
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September 10, 2019

NewRiver starts to flow

Here is my updated investment case for NewRiver Retail plc. It is as opportunity arising from the negative sentiment towards...
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April 2, 2019

Views on Alternative Investing

See the Roundtable Discussion published by Portfolio Institutionalhttp://www.portfolio-institutional.co.uk/roundtables/alternative-investing/
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