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Taking Stock
September 15, 2022
Is UK defence a countercyclical safe haven?
The UK defence sector looks a likely beneficiary from a change in priorities at Westminster
August 30, 2022
Will the deep freeze change North Sea imperatives?
The reclassification of natural gas as a renewable energy source has wider implications for the sector
August 23, 2022
Positive signs from the CBOE Volatility Index
Fresh-faced investors regularly access chat rooms and bulletin boards but caution is advised
August 15, 2022
A liquid asset that straddles growth and value
Investment options in the water industry are set to multiply due to population pressures and changing weather patterns
August 09, 2022
Remember the Alamo – buy Texas Instruments
The deteriorating security situation between China and Taiwan could hasten an expansion of semiconductor manufacturing in the US
August 02, 2022
Agronomics: a potentially lucrative route to food security
Investors should consider reappraising the agricultural sector in view of market disruption
July 27, 2022
Netflix and S4 Capital grapple with content issues
It's not enough to change the paradigm – digital disruptors still need to identify their optimal business models
July 18, 2022
Fevertree and Diageo: through a glass darkly
Distillers may well cope better with rising input costs due to an increased focus on 'premiumisation'
July 08, 2022
Will the FTSE 100 continue to outstrip rival indices?
The relative stability of a much derided benchmark is apparent as economic conditions deteriorate
June 20, 2022
IBM upstages younger digital rivals
After years of criticism, it has evolved into a broad-based digital play with defensive qualities
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