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Why Wickes could be just the job for growth and income seekers
Thursday 05 Jun 2025Warm Easter holiday weather boosted seasonal sales of outdoor and gardening products and encouraged consumers to get out and spend on ‘big-ticket’ projects. Among the beneficiaries was DIY chain Wickes (WIX) , where revenue grew 6.9% in the 17 weeks to 26 April 2025. The specialty retailer...
Exploring the relationship between emerging markets and the dollar
Thursday 29 May 2025A strong dollar is typically a problem for emerging markets and, conversely, when the US currency is relatively weak it is a positive. As the chart shows the inverse correlation (one goes up when the other falls and vice versa) between the Dixie – the US dollar index which measures its value...
Emerging Markets: outperforming developed world shares, Mexico and Korea
Thursday 29 May 20251 . Emerging markets (EMs) outperformance: EMs have outperformed global equities year-to-date, with a number of factors driving gains, including US dollar weakness, domestic demand opportunities and policy flexibility. EM equities have historically outperformed global equities during periods of US...
The weight loss war: Who is winning out between Novo-Nordisk and Eli Lilly?
Thursday 29 May 2025If a picture can tell a thousand words, a share price chart of Novo Nordisk (NOVOB-B:CPH) versus Eli Lilly (LLY:NYSE) strongly suggests the US firm is well ahead in the race to dominate the market for weight loss drugs, which analysts predict could be worth $150 billion per year by 2030. Over the...
Small World: cobalt, beauty products and seaweed feature in our latest round-up of smaller companies
Thursday 29 May 2025In what could be one of the biggest listings of the year, Cobalt Holdings – a company set up to buy and hold cobalt, as its name suggests – said it intended to float in London next month through a $230 million issue of new equity partly underwritten by mining giant Glencore (GLEN) . The company,...
Unpicking what the new Mansion House Accord means for pension savers
Thursday 22 May 2025Although it was overshadowed by president Trump’s latest tariff climb-down, the recent updated Mansion House Accord – backed by the PLSA (Pension and Lifetime Savings Association), the ABI (Association of British Insurers) and the City of London Corporation – was a key moment for UK financial...
Is Apple ex-growth? What it means if the days of rapid expansion are over
Thursday 22 May 2025Is it now time to start thinking the unthinkable – that while undoubtedly still an exceptional company, Apple (AAPL:NASDAQ) is no longer an exceptional stock? For example, most investors would probably view British American Tobacco (BAT) or Nike (NKE:NYSE) as high quality companies, yet their...
Should investors be looking to emerging markets after Liberation Day?
Thursday 22 May 2025On 2 April the new Trump administration effectively threw a lot of balls in the air with its tariffs announcement in the Rose Garden and markets are still working out exactly where everything will land. Emerging markets such as China, Vietnam, Taiwan and Indonesia and others were viewed the ‘worst...
Quality stocks
Thursday 15 May 2025‘Quality investing’ is the style pursued by the world’s greatest investor Warren Buffett, who recently announced his retirement as chief executive of Berkshire Hathaway (BRK.B:NYSE) after more than sixty years presiding over the Omaha-based investment powerhouse. Buffett’s focus on only buying...
Everything has changed and yet nothing has changed at Berkshire Hathaway
Thursday 15 May 2025At Berkshire Hathaway’s (BRK.B:NYSE) shareholder meeting on 3 May, Warren Buffett announced plans to step down as chair and chief executive after six momentous decades at the helm of the Omaha-headquartered conglomerate. The 94-year-old stunned the assembled throng of devotees by declaring it was...