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Taking Stock
July 26, 2024
The problem with Labour's utilities plan
Labour's spending priorities could grind up against conflicting interests
July 19, 2024
India's run is far from over
Despite the strong run-up in underlying share prices, the BSE Sensex index is still trading slightly below its five-year average
July 12, 2024
Political certainty could bolster UK capital markets
The UK might regain its safe haven status if politics becomes increasingly febrile on the continent
July 05, 2024
Why Reit valuations could be set for a rebound
The metrics point to a prospective rebound in UK Reit valuations, although it's going to be a rather patchy affair
June 28, 2024
Why Toyota is being vindicated for its hybrid strategy
With another electric vehicle start-up going to the wall, it seems that a rethink on the rate of change is required
June 21, 2024
How investors should approach 'gen AI'
The roll-out of the technology across "managed money" could boost contrarian strategies
June 14, 2024
Taking the Shein off London's listing regime
Regulators risk throwing the baby out with the bathwater in the push to attract IPOs to London
June 07, 2024
Trump Media and the perils of reputational risk
The widespread adoption of stakeholder principles has increased the risk of corporate reputational damage
May 31, 2024
We're finally learning from the pandemic's 'blue-sky' investing
A handful of industries benefitted from the lockdowns, but some of the related effects were more long-lasting than others
May 24, 2024
UK small caps are becoming more compelling
The bounce since October reflects improved expectations on prices in the economy
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