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Taking Stock

May 23, 2022
Luxury goods emerge as a safe-haven investment
The luxury goods sector should see rising sales volumes as lockdown restrictions ease across China
May 16, 2022
With tech in freefall, is it too early to buy?
As multiples come back to earth, now is the time to assess where growth in the tech space overlaps with value
May 10, 2022
Still time to cash in on the global agriculture bull market
Soft commodities traders have been on tear, but the markets are getting tighter by the day
May 05, 2022
Disney and the limits of stakeholder capitalism
Disney's spat with Florida lawmakers could force fund managers to reassess investment criteria linked to social policy
April 22, 2022
THG courted by 'numerous parties' 鈥� the ultimate cheap date?
Founder says the board has rebuffed several indicative proposals in recent weeks
April 14, 2022
Cyber security in focus as Goldman Sachs upgrades CrowdStrike
Intermittent tech sell-offs have provided viable entry points for a high-growth area of the market
April 08, 2022
Hydrogen could point the way forward for Johnson Matthey
The venerable chemicals group is being forced to evolve in line with arbitrary net-zero timeframes
April 01, 2022
Intel's growth prospects boosted by supply chain rethink
A change in strategic priorities adds ballast to medium-term growth prospects
March 28, 2022
Tesco 鈥� safety in numbers
The grocer remains a viable safe haven in spite of inflationary pressures
March 21, 2022
Wetherspoons and the musings of chairman Tim
The pubcos are now faced with a brewing cost crisis following two years of intermittent disruption

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