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.
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.
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.
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.
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.
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.
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.
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.
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.
12 Sep 2018
Earlier this year, Melrose acquired the much larger British manufacturing firm, GKN, in a controversial £8bn takeover.
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.
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.