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In the years prior to the pandemic the largest technology companies saw their profit margins slip
The combination of historically high inflation and a now activist Federal Reserve are causing havoc for US stock market investors
A fracturing of payments and financial systems could make more parts of the world uninvestable, economists warn
A look at Berkshire Hathaway’s recent investments paints an interesting picture of value investing in the US market
For equity investors, France's presidential election offers little 'upside'
A continuous increase in inputs linked to energy, transportation and labour has negative cost implications for a range of sectors
With the US core indices heading slowly but inexorably towards bear market territory, picking out value shares is more important than ever
Disrupted supply chains means companies are looking to near-shore production.
Despite reporting some potentially large losses in Russia, Western banks should have enough resources to weather the storm
US asset managers make up a good chunk of our model portfolio, but trying to work out whether they are really good value investments is all about measuring risk