USUS fertiliser stocks boosted by Hormuz chaosA by-product of natural gas, the impact of the Strait of Hormuz closure is working its way down the supply chain2 April 2026Save
NewsMiddle East chaos tests Big Pharma’s supply chainsAstraZeneca and its peers are leaning on safety stocks as air cargo routes tighten1 April 2026Save
The IC Interviews‘It’s hard to find safe assets’: Jacob de Tusch-Lec of ArtemisThe popular income manager explains to Val Cipriani how he’s investing as he looks to repeat his recent success1 April 2026Save
The AnalystThe aeroplane manufacturing stocks that are flying highThe Analyst: Robin Hardy looks at the global companies making the most of consumers’ demand for more flights31 March 2026Save
FundsAre India funds a bargain opportunity?Stocks in the populous nation are cheaper, but the impact of the war is a huge question mark27 March 2026Save
Ideas of the WeekThis gas giant offers protection in an energy crisisIt may have a smaller portfolio than rivals, but it is also less exposed to the Middle East26 March 2026Save
Tech StocksWill Nvidia's new strategy keep it ahead of rivals?As its valuation falls, the world’s largest company is turning away from what made it great26 March 2026Save
NewsDefence companies face new challenge in defending the skiesStocks of interceptor missiles are being depleted as Gulf states take down cheaper drones launched by Iran23 March 2026Save
NewsBlanket software sell-off is good news for bargain huntersSoftware and data companies’ valuations are contracting, leaving many of them trading in value territory20 March 2026Save
Ideas of the WeekA ‘generic’ drugmaker that’s worth paying forIt leads rivals in terms of scale and expertise and is carving its own path in a growing market19 March 2026Save