APRIL - MAY 2023 MONTHLY REPORT ATTACHED

April Monthly includes a number of interesting charts that may be of value to you or your clients.   Here is a summary of my top six points

• Keep an overweight position in renewable/infrastructure. (Page 20)
• Favour value over growth generally-trade has further to run.
• Stay neutral/overweight in UK equities relative to your benchmark. (Page 12)
• Overweight Far East, including China,Japan and other Asia.(page15)
• Start switching large cap to small cap-valuation/performance.
• Start diversifying away from strong dollar.

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