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Taking Stock
June 21, 2024
How investors should approach 'gen AI'
The roll-out of the technology across "managed money" could boost contrarian strategies
June 14, 2024
Taking the Shein off London's listing regime
Regulators risk throwing the baby out with the bathwater in the push to attract IPOs to London
June 07, 2024
Trump Media and the perils of reputational risk
The widespread adoption of stakeholder principles has increased the risk of corporate reputational damage
May 31, 2024
We're finally learning from the pandemic's 'blue-sky' investing
A handful of industries benefitted from the lockdowns, but some of the related effects were more long-lasting than others
May 24, 2024
UK small caps are becoming more compelling
The bounce since October reflects improved expectations on prices in the economy
May 17, 2024
Diageo is becoming a viable recovery play
Considering the severity of the markdown, it might pay to assess whether this blue-chip has been oversold
May 10, 2024
A commercial property special opportunity
After a distressing period for Reit investors, a recovery play on the commercial property market hopes to debut in London
May 03, 2024
Howden Joinery is playing the long game
Market share growth is possibly taking precedence over near-term profitability
April 26, 2024
Breedon will add ballast to your portfolio
The company's foray into the US market carries heightened integration risk, but that's outweighed by the long-term potential across the pond
April 19, 2024
Will 'Sell in May and go away' work in 2024?
Trading volumes and investor enthusiasm might hold the key to the May phenomenon – assuming, of course, that there is one
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