Ideas of the Year

January 02, 2025
Investment Ideas of the Year 2024 Review
Last year’s annual picks delivered, in both absolute and relative terms, and in their consistency
January 02, 2025
Investment Ideas of the Year 2025
Our big investment ideas for the next 12 months – and beyond
January 02, 2025
A US superstar trading at a discount
The company is defying fears about the threat of artificial intelligence
January 02, 2025
Full steam ahead for this tech success story
The company has raised its guidance again as it eyes growth in Spain and France
January 02, 2025
The defence company offering more bang for your buck
Global instability is fuelling order growth at this explosives specialist
January 02, 2025
A boutique adviser with big potential
This professional services group is proving a surprisingly exciting investment
January 02, 2025
This logistics Reit has been too cheap for too long
The 'last mile' player is more agile and proactive than peers
January 04, 2024
Investment Ideas of the Year 2024
Our big investment ideas for the coming months and beyond
January 04, 2024
An underpriced US equity outperformer
Investment Ideas of the Year: Too much bad news is priced into this trust’s market valuation
January 04, 2024
This FTSE frigate is turning around
Investment Ideas of the Year: After a painful reset in 2021, this defence specialist is now operating from a position of strength

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