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Taking Stock
September 09, 2024
Next 15 comes unstuck, but was the sell-off overly severe?
The news highlighted the dangers of over-reliance on a single contract
September 06, 2024
Is Warren Buffett taking profits ahead of a tax rise?
Elections either side of the Atlantic were always likely to alter the investment landscape
August 30, 2024
Does it really pay to ‘buy what you know’?
Behavioural finance suggests that we can be too at ease with our portfolio allocations
August 23, 2024
Are we seeing a new type of 'carbon credit'?
A new Carbon Origination Fund has attracted some heavy backers, but carbon markets are still being held back by standardisation issues
August 16, 2024
It's not too late to back housebuilders
The supposed re-rating under way has yet to drastically narrow a key value multiple
August 09, 2024
Is CrowdStrike worth a contrarian bet?
With tech ratings seemingly in freefall, it might be worth pondering what potential value could be on offer
August 02, 2024
US woes weigh on London's giants
The world is looking to America for a steer on what comes next but meanwhile, UK businesses are struggling to make an impact
July 26, 2024
The problem with Labour's utilities plan
Labour's spending priorities could grind up against conflicting interests
July 19, 2024
India's run is far from over
Despite the strong run-up in underlying share prices, the BSE Sensex index is still trading slightly below its five-year average
July 12, 2024
Political certainty could bolster UK capital markets
The UK might regain its safe haven status if politics becomes increasingly febrile on the continent
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