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Taking Stock
December 06, 2024
The private credit boom is coming at the right time
Opportunities for retail investors are expanding alongside infrastructure funding shortfalls and the private credit market
November 29, 2024
Chemring is well placed as warfare evolves
Defence procurement priorities are evolving in response to events in Ukraine — a potential boost for nimbler, specialist contractors
November 22, 2024
Trump's appointees will have an impact on UK stocks
A prospective cabinet appointee is a reflection of a consumer trend directly affecting companies such as Tate & Lyle
November 15, 2024
Trump's re-election forces a rethink on energy investments
COP29 has been overshadowed by political events in the US
November 08, 2024
Insurers profiting from enhanced underwriting returns
Taking Stock: Underwriters have struggled in the face of a uniquely disruptive set of circumstances
November 01, 2024
A media giant that could change London’s fortunes
The company operates in an industry in which the most profitable business model is still far from certain
October 25, 2024
An opportunity as Novo Nordisk loses momentum
The shares have lost steam, but the UK health secretary has floated a contentious clinical imperative
October 18, 2024
De La Rue offers a potential 30% upside
A sale promises to transform the group’s balance sheet
October 11, 2024
BP is returning to type with its latest plans
The oil giant is building replacement barrels in the Gulf of Mexico
October 02, 2024
China's bounce may be short-lived
Measures have buoyed market sentiment, but their limited scope suggests that the central bank has little room to manoeuvre
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