ASAM

14 July 2008
Article

Letter from Linlithgow - July 2008
by Alan Steel

"Never make investment decisions based on emotion."

ASAM

12 June 2008
Article

Letter from Linlithgow - June 2008
by Alan Steel

"Here's a little bit of magic."

ASAM

28 April 2008
Article

Letter from Linlithgow - April 2008
by Alan Steel

"It's wise to challenge commonly held assumptions."

ASAM

26 February 2008
Article

Letter from Linlithgow - February 2008
by Alan Steel

"Thank goodness for the generations of optimists who bring us through these times."

ASAM

13 December 2007
Article

Letter from Linlithgow - December 2007
by Alan Steel

“The global boom continues despite experts' worst predictions.”

ASAM

19 October 2007
Article

Letter from Linlithgow - October 2007
by Alan Steel

"When everybody knows, you are looking in the wrong direction.  'Everybody knows' is a decoy.  Don’t fall for it.  What you should be doing is following those in the know."

ASAM

26 July 2007
Article

Letter from Linlithgow – Summer 2007
by Alan Steel

Alan Steel says global growth and high liquidity will continue for a long time. 

ASAM

17 May 2007
Article

Letter from Linlithgow - May 2007
by Alan Steel

Alan Steel said, “It’s probably not a bad idea to nibble away at one or two technology funds if you haven’t already done so.” 

ASAM

16 March 2007
Article

Letter from Linlithgow - March 2007
by Alan Steel

Alan Steel said, "The probability is this is a buying opportunity."

ASAM

26 February 2007
Article

Letter from Linlithgow - February 2007
by Alan Steel

Alan Steel said he’d rather back stockmarket gurus than those still piling into property.

ASAM

22 December 2006
Article

Letter from Linlithgow - December 2006
by Alan Steel

Alan Steel said, “If you concentrate on the wrong factors you’ll miss the gorilla in 2007."

ASAM

25 September 2006
Article

Letter from Linlithgow – September 2006
by Alan Steel

Alan Steel says, “Hang on to your hats!”

ASAM

24 July 2006
Article

Letter from Linlithgow – July 2006
by Alan Steel

Alan Steel said, “After the continuing nervousness in the stockmarkets, I thought it’d be helpful to give you some perspective on where we really are and what should be happening next.”

ASAM

19 May 2006
Article

Letter from Linlithgow – May 2006
by Alan Steel

Alan Steel said, “The pessimists think we’re all going down the tubes.  I think the opposite.”

ASAM

11 April 2006
Article

Letter from Linlithgow – April 2006
by Alan Steel

Alan Steel said, “This is probably a good time to start thinking about taking some profits in some sectors and switching into today’s unloved areas.”

ASAM

24 February 2006
Article

Letter from Linlithgow – Feb 2006
by Alan Steel

Alan Steel says, “Please be assured we are already prepared to maximise opportunities for our clients before 6 April and after.”

ASAM

28 November 2005
Article

Letter from Linlithgow – Nov 2005
by Alan Steel

Alan Steel said, “Going back to the May newsletter and to last August, world stockmarkets have done very nicely thank you very much since then.”

ASAM

19 August 2005
Article

Letter from Linlithgow – Aug 2005
by Alan Steel

Alan Steel said, “It seems sensible to back contrarian fund managers. And embrace unconventional thinkers.”

ASAM

8 July 2005
Article

Letter from Linlithgow - July 2005
by Alan Steel

Alan Steel said, “For serious investors the big picture continues to be encouraging.”

ASAM

26 May 2005
Article

Letter from Linlithgow - May 2005
by Alan Steel

Alan Steel says, "So if you want stockmarket investments to out-perform, find contrarian fund managers."

ASAM

1 February 2005
Article

Letter from Linlithgow - Feb 2005
by Alan Steel

Alan Steel says, “Most clients don’t yet have e-mail but would like regular contact.  We thought we’d do it in the form of a letter and this is the first one. “