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Taking Stock
November 10, 2023
AI could help us finally figure out stock exchange seasonality
Our ability to go deeper than 'sell in May and go away' could be aided by machine learning
November 03, 2023
Could RTX stage a Rolls-Royce-style rally?
With a 3 per cent yield and plans to return $35bn to shareholders: it's time to take a second look at a US aerospace-defence heavyweight
October 27, 2023
The S&P 500 top-tier stocks are primed for correction
Comparisons with the dotcom bubble are spurious, but it's right to question giddy valuations
October 20, 2023
Our planning system is not the problem – it's a lack of planning
Keir Starmer’s self-description as a 'Yimby' points to a changing consensus on planning rules, but building the same number of homes as the 1970s will be a challenge
October 13, 2023
FTSE 100 finds support through oil market anxieties
The degree of potential price support for oil stocks is difficult to gauge
October 06, 2023
Is (a lack of) trust behind our stock market malaise?
If wider disenchantment has weighed on investor sentiment in the UK, help could be at hand from the nation's youth
September 29, 2023
Gambling stocks start to suffer a growing regulatory burden
Investors will increasingly need to factor regulatory risk into their decisions
September 22, 2023
Can Pfizer and Moderna return to their pandemic highs?
Will the Covid-19 vaccinations go the way of the annual influenza shot?
September 15, 2023
Manufacturers aren't struggling as much as it seems
Although interest rates are having a cooling effect on UK manufacturing, it does present a recovery opportunity for investors
September 08, 2023
Could Johnson Matthey be a takeover target?
The doubling of a strategic stake in the group points to the long-term potential of the group's “Management of Change”
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