'Tis the season to be merry.
For investors too, it's the time when we all dust off our crystal balls and gaze into the New Year, trying to anticipate how the economy and capital markets will fare over the next 12-24 months.
Well, in the below presentation (which is being shown at Mello Events tomorrow) is my best attempt at predicting the future, alongside picking my own "12 stocks of Christmas".
Sure, these are all UK smallcaps and so carry more idiosyncratic risk than the average FTSE100 business. Yet equally, if aggregated together as part of a balanced portfolio, they hopefully will out perform in 2025 given their secular growth drivers, strong management and cheap valuations.
Anyway, happy reading everyone and best of luck.