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Growth Portfolio 3 - April '26

April 2026

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Trump’s overconfident belief in his unilateral ability to shape global events has escalated to alarming levels, triggering the largest oil supply disruption in history. He’s now looking for an off-ramp and attempting to manipulate markets by saying peace talks are ongoing. The economic ripple effects are, however, already being felt globally. For instance, Jefferies notes food inflation appears locked in through to at least 2027 because fuel and fertiliser prices skyrocketed just as the planting season began. This month’s inflation print doesn’t yet show it but bond yields are elevated and ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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