Summer 2025 Newsletter

<h2 id="inthelatestissueofconnection:" class="undefined">In the Summer edition of your newsletter:</h2>
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Japan's bold corporate governance reforms are starting to pay off, with clearer shareholder focus, greater transparency, and a notable rise in takeover activity. Stock picker Dalton highlights five tangible changes that suggest a positive long-term outlook for Japanese equities.&nbsp;
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We peek over the shoulders of retirement investors to look at what adjustments they’ve made in their SIPP portfolios recently as they transition from accumulation to decumulation.&nbsp;
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We also have two stock spotlight videos:
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C.T. Fitzpatrick from Vulcan looks at global insurance giant Everest's long-term value.
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Jennison's Rebecca Irwin explains why Ferrari's near-mythical brand status keeps it a powerful player in the $350 billion global luxury market.
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We hope you find this newsletter informative and valuable.

The Zone: Your quarterly newsletter - Summer edition 2025

In the Summer edition of your newsletter: