Investment Ideas: US Mid-caps, Global Equity Income, India and Winterfloods Top Buys

Digging into an interesting new Indian bond ETF, plus JPM launches a global covered call equity income ETF. Plus, notes on core ideas Cordiant, BioPharma and SDCL. And Wins best ideas for 2024.

Notes 1: More director buying at Cordiant

One of my core ideas for infrastructure funds, repeated many times, is the digital infrastructure fund Cordiant. This fund has been hit, in part, by the blowback from the travails of Digital 9 as well as the general interest rate-led infra selloff. Add uncertainty around private equity valuations, and you can und…