News: Company Report Library

Points of View: Airlines

14 Nov 2018

This week I am looking at UK-listed airline companies and two significant factors that influence their share prices; oil price and industrial action.

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Stocks in Focus: Associated British Foods PLC

7 Nov 2018

This week I am looking at Associated British Foods (ABF), a UK-listed food, ingredients and retail group with a well-diversified portfolio of international brands.

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Stocks in Focus: Smithson Investment Trust

31 Oct 2018

This week I am looking at Smithson investment trust, which recently broke the record for the largest initial public offer of an investment trust in the UK.

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Points of View: Emerging Markets

24 Oct 2018

This week I take a look at Emerging Markets. Having enjoyed a strong 2017, Emerging Market equities have been firmly out of favour this year on the back of persistently negative news flows relating to economic, political and market developments.

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Points of view: Global Markets

17 Oct 2018

Global markets have been unusually weak recently. US 10-year Treasury bond yields have moved up through the 3% level, breaking a 30-year downward trend and provoking a circa 7% drop in the FTSE 100 index over the first few days of October.

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Stocks in Focus: Jupiter European Opportunities Trust

10 Oct 2018

This week I am looking at Jupiter European Opportunities, a £1bn investment trust which aims to achieve long-term capital growth through investing in economic trends and developing businesses across Europe.

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Stocks in Focus: Standard Life UK Smaller Companies Trust

3 Oct 2018

My focus this week is Standard Life UK Smaller Companies, a £380m investment trust that aims to achieve long-term capital growth by investment through quoted UK smaller companies.

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Stocks in Focus: Kier Group

26 Sep 2018

This week I am revisiting Kier Group, the UK-based construction, services and property group following the release of its preliminary full year results last week.

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Sector in Focus: The Energy Sector Price Cap

18 Sep 2018

This week I am looking at the proposal by the energy regulator, Ofgem, to cap energy bills at £1,136 per year. 

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Stocks in Focus: Melrose

12 Sep 2018

Earlier this year, Melrose acquired the much larger British manufacturing firm, GKN, in a controversial £8bn takeover.

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Stocks in Focus: Vodafone

5 Sep 2018

This week I am looking at Vodafone following the announcement that the Australian division (Vodafone-Hutchison Australia) will be merging with the broadband operator TPG Telecom to create a new £8.4bn company.

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Stocks in Focus: SDL Buffettology Fund

29 Aug 2018

This week I am looking at the SDL Buffettology Fund, an open-ended investment vehicle that operates within the UK All Companies sector and targets outperformance against the UK stock market over the long-term, which the manager defines as 5 to 10 years.

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