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Opinion
May 03, 2024
Howden Joinery is playing the long game
Market share growth is possibly taking precedence over near-term profitability
May 02, 2024
Bearbull Portfolio: Five (more) thoughts on BHP’s Anglo bid
Anglo investors – including Bearbull – must now think through what might come next
May 01, 2024
The truth behind Astra’s mega pay policy
Has high pay made the group a victim of its own generosity?
April 30, 2024
A cultural problem behind the US's chip ambitions
The Squeeze: The US should invest in industries it is strong in rather than trying to replicate others' ability
April 26, 2024
What lower power prices mean for renewables trusts
How does dividend cover hold up?
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 25, 2024
The FTSE's bounce proves London has potential
The tables are finally turning. Unease in the US is countered by positivity in London
April 24, 2024
Equals' odd takeover doesn't make sense
Six months into an attempted sale, the fast-growing fintech has yet to explain why a take-private benefits shareholders
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
April 18, 2024
Inflation is falling – but the BoE will still hesitate
Scenes in the USA are all the reminders the Bank needs of the risks of cutting too soon
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