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Taking Stock
November 29, 2022
Devro snapped up at peak-pork
The Lanarkshire sausage skin king has been snaffled by an overseas business
November 24, 2022
Cheniere Energy to ride US LNG surge
Rishi Sunak’s recent overtures to Joe Biden underline the potential growth in North American LNG
November 15, 2022
FTSE 250 to retrace in advance of economic recovery
History shows that the performance of equities generally prefigures official economic data
October 31, 2022
Could Unilever's premium brands lose their lustre?
The consumer staples sector has held up reasonably well in 2022, but more consumers are likely to trade down as price pressures mount
October 24, 2022
Deliveroo, Just Eat and unpalatable industry margins
Quarterly updates from Deliveroo and Just Eat did little to support the investment rationale – further industry consolidation is in the offing
October 17, 2022
Will Imperial's dividends hold up as interest rates rise?
A more granular view of corporate debt servicing may be required as base rates tick up
October 11, 2022
RS Group runs the gauntlet of interest rate hikes
The outlook on general industrials has deteriorated as interest rates rise, but there could be a diamond in the rough
October 05, 2022
Raytheon set to profit from strategic lessons of Ukraine
The US defence contractor hasn't gone unnoticed by investors, but it offers growth and relative stability at a time when markets are in flux
September 29, 2022
Big Tech faces free speech regulatory crackdown
Recent actions by PayPal and Meta have heightened regulatory risk for investors in Big Tech/social media
September 21, 2022
Stay the course over the coming speed bump
With a recession in prospect, it makes sense to avoid the traps that give way to overreaction
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