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The first half of 2023 has seen a continuance of the tough market conditions that impacted the AIM market in 2022. Simon Cleaver and Adam Greaves, investment directors within the AIM team at Investec Wealth, discuss 2023 so far and the catalysts driving the market.
They also discuss their investment process with their emphasis on quality and cash generation as well as giving examples where companies have performed well, but are trading at discounts. We conclude with some thoughts on why we believe AIM to be attractive today and why clients should invest or continue to invest in the Investec AIM IHT plan.
We're pleased to be able to offer this update to you to watch, listen to or read. You can also access more information about the Plan and its latest factsheet further below.
Learn more about our speakers
Senior Investment Director
Senior Investment Director
The information in this presentation is for private circulation and is believed to be correct but cannot be guaranteed. Opinions, interpretations and conclusions represent our judgement as of this date and are subject to change. The Company and its related Companies, directors, employees and clients may have positions or engage in transactions in any of the securities mentioned. Past performance is not necessarily a guide to future performance. The value of shares, and the income derived from them, may fall as well as rise. The information contained in this presentation does not constitute a personal recommendation and the investment or investment services referred to may not be suitable for all investors; therefore we strongly recommend you consult your Professional Adviser before taking any action. Tax treatment depends on the individual circumstances of each client and may be subject to change in future. All statements concerning tax treatment are based upon our understanding of current tax law and HMRC practise and can be subject to change AIM company shares tend to be relatively illiquid. It may be difficult to sell them or obtain reliable information as to their value and the risks to which they are exposed. The tax relief available may change at any time. IW&I does not guarantee that all investments made will qualify, or continue to qualify for tax relief. Copyright Investec Wealth & Investment Limited. Reproduction prohibited without permission.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.