Taking Stock

April 05, 2024
Anglo American could soon be a takeover target
The embattled miner has hardly been flavour of the month, but the share price could find support from several directions
March 28, 2024
A new deal means Melrose can put past failures behind it
Secular trends and supply constraints are working in its favour
March 22, 2024
Cohort vs Chemring: who wins in a troubled world?
Defence contractors are being asked to meet expanding replenishment needs
March 15, 2024
The best recovery buy in the recruitment sector
Sthree may be the best bet even as job vacancies shrink
March 08, 2024
AI is shaking up markets – but will it change investors?
Nvidia has a jarring asking price and it is wholly unrealistic when 'plain vanilla' investment considerations are applied
March 01, 2024
Will Warren Buffett's comments presage increased volatility?
Buffett's latest letter to shareholders suggests that acquisition targets in the US are fully priced, although that doesn't necessarily imply that a correction is imminent
February 23, 2024
The case for Japanese income is growing
The outlook for Japanese equities continues to brighten thanks to changing corporate governance priorities
February 16, 2024
DIY investors can use arbitrage strategies too
Once the preserve of the institutional investors, a spike in M&A now means smaller investors who understand the risks can get in on the action
February 09, 2024
Virgin Money tells us a story about the UK economy
The UK has been meeting its unsecured debt obligations more successfully than expected despite dispiriting news on corporate solvency
February 02, 2024
Insurers of all stripes provide a conundrum for investors
Insurance markets may be faced by mounting strife in the Red Sea, but the recovery in general premium rates may not be fully priced in

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