Taking Stock

January 26, 2024
Why Unilever's marketing review could hurt WPP
The latest review of the personal goods group's marketing activities will be watched closely by advertising agencies
January 19, 2024
Next has an unusual foundation for its Christmas success
Investors would be well advised to pay close attention to what's happening in the inventory column
January 12, 2024
The $3bn question behind Shell's working capital
The group continues to sever links with Moscow
January 05, 2024
An alternative play on Biden's infrastructure boom
This Swiss building supplies giant has been quick to hone its 'green' credentials
December 29, 2023
Commodities could soon be a contrarian bet
China's underwhelming post-Covid rebound has dampened sentiment towards commodities – but all is not lost as we enter 2024
December 15, 2023
Can Legal & General sustain its dividend?
Pension risk transfer market affords long-term growth potential, but doubts linger over the sustainability of income pay rates
December 14, 2023
FRP Advisory is in an increasingly sweet spot
Administration appointments more than doubled
December 08, 2023
MP Evans mispricing offers an opportunity
This primary producer highlights the danger of market mispricing when commodity pricing becomes the central consideration
December 01, 2023
Why the China-Saudi deal threatens the dollar and US stocks
A new currency swap deal involving will reignite speculation over the dollar's reserve status
November 24, 2023
Rate falls favour utilities and consumer stocks
Two apparently disparate sectors could outperform if and when the base rate clicks into reverse

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