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Taking Stock
September 29, 2023
Gambling stocks start to suffer a growing regulatory burden
Investors will increasingly need to factor regulatory risk into their decisions
September 22, 2023
Can Pfizer and Moderna return to their pandemic highs?
Will the Covid-19 vaccinations go the way of the annual influenza shot?
September 15, 2023
Manufacturers aren't struggling as much as it seems
Although interest rates are having a cooling effect on UK manufacturing, it does present a recovery opportunity for investors
September 08, 2023
Could Johnson Matthey be a takeover target?
The doubling of a strategic stake in the group points to the long-term potential of the group's “Management of Change”
August 21, 2023
A vulnerable second-hand market could hold back EVs
The second-hand EV market – and fleet adoption rates – could be imperilled by pressure on residual values
August 18, 2023
Why we might witness a FTSE 250 rebound
The domestically focused index has tended to outperform after interest rates peak
August 11, 2023
Clarkson's dividend looks safe despite stormy waters
The shipbroker's half-year performance belies the negative outlook on industry volumes
August 04, 2023
Has S4 Capital been oversold?
Advertising budgets have been feeling the squeeze, but successive summer profit warnings may have obscured the disruptor's long-term potential
July 28, 2023
Freeport-McMoRan is a compelling copper play
A US miner with a record of solid operational execution could be the best way of riding the copper price
July 21, 2023
Emerging markets (ex China) are recovering well
Sentiment is improving, but has yet to filter through to asset manager results
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