26.01.2026 Other Voices: A stock picker's global conviction outlook
By Tom Dalrymple, investment analyst at UK-based Aubrey Capital Management.

2025 was a tale of two halves for the Aubrey Global Conviction Fund. Broader market performance in the first half favoured our highly active approach. However, the second half delivered the exact opposite.

Digging deeper, the key themes that drove second-half market performance were a sharp comeback for the 'Ma

Article source: https://www.aubreycm.co.uk/research/global-conviction-outlook-2026/ - Opalesque is not responsible for the content of external internet sites
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