This library of slides presents the investment case for select securities from our recommended lists, including corporate bonds, stocks and funds. These slides are intended to bring securities to life within our presentation material.
Pick and choose any of the slides to drop into your presentations. To provide a broad, all-weather selection this slide library includes two defensive stocks, two cyclicals, two value, two growth, two quality and two thematic – although, as these aren’t mutually exclusive definitions, we don’t categorise them as such explicitly in the slides. Similarly, one developed market value fund, one growth, one EM fund, one thematic/sector fund, and one diversifier are included.
These will be refreshed once every six months, but with a process installed so that a slide is replaced with a new one if a security gets downgraded by committee.