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29 October 2026
What truck depots, workshops and golf tell us about the US economy
During a recent trip across the US, fund manager Nish Patel met companies and industry experts operating across sectors including transport, aerospace and defence.
22 June 2026
Nish Patel's June Market Update remarks on a strong month for equities
A strong month for global equities was driven by a narrow group of technology stocks, with returns highly concentrated despite broadly supportive economic data and improving investor sentiment.