Investment Ideas: updates on Georgia, active ETFs, SDCL is still cheap and Foresight Group.
A couple of interesting new ETFs land on the London market, especially a gaggle from quant shop Robeco. Plus Impax Asset Management shares looks oversold
Programming note: Next week (Xmas week) and New Year's week (the week after) will consist of weekly notes, with normal service resuming on Monday 6th, January, for one week. There will be no letters the week after (the week commencing 13th January) as I’m away on a business trip to Vietnam.
Next week, I’ll write about 2024 in review, including some of th…
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