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BP CEO’s hoped-for return to 2010 market value is a big ask
Thursday 06 Mar 2025Part of being a successful leader of a public company is managing expectations – setting achievable targets which you can tick off and, by doing so, build credibility with the market. The under-pressure boss of oil and gas outfit BP (BP.) Murray Auchincloss will have been aware he needed to make a...
Under water: Catch the below pre-Covid level stocks which can rise to the surface
Thursday 06 Mar 2025Just over five years ago the stock market began to react in earnest to news of the Covid pandemic. The sell-off was short and sharp, with a modest recovery from the lows in the spring followed by sharper gains in November 2020 after AstraZeneca (AZN) made a vaccine breakthrough. However, a large...
How I think about my investments in the technology space
Thursday 06 Mar 2025Investing in tech stocks has been making money for ordinary investors for years. Since the internet emerged in the early 1990s, the broadly drawn tech space has consistently delivered market-beating growth in revenues and profits and dominated share price returns. It is no coincidence that aside...
Emerging markets: Trump, Chinese consumption and DeepSeek
Thursday 27 Feb 20251 . President Trump follows through on tariffs: US imports from China, Canada and Mexico, which account for 40% of US trade, will be subject to tariffs ranging from 10%–25%. Mexico and Canada have already negotiated a temporary pause in implementation and talks are continuing with China, although...
Can China stoke domestic consumption?
Thursday 27 Feb 2025According to figures quoted by the Carnegie Endowment for International Peace China lags way behind the global average when it comes to the proportion of its GDP which is accounted for by domestic consumption. The Washington-based thinktank notes that, globally, based on World Bank figures,...
Why I am also saying no to KKR’s £1.6 billion bid for Assura
Thursday 27 Feb 2025Like every investor who turns on their computer in the morning to find one of their stocks has been bid for, my initial reaction to the news US buyout giant KKR (KKR:NYSE) had offered a premium for my shares in healthcare facilities provider Assura (AGR) was ‘happy days’. The joy was momentary,...
Total return trust champions
Thursday 27 Feb 2025Hotter-than expected UK inflation for January, with headline CPI up 3% year-on-year versus the 2.8% expected, combined with a volatile geopolitical backdrop, means investors should be seeking ways to protect their income. Shares has long championed the unique advantage investment trusts have when...
Have any of your fund holdings entered the dog house?
Thursday 27 Feb 2025Investors naturally put a lot of effort into identifying winning investments to stay ahead of the game, but less appreciated is the idea of steering clear of laggards. For fund investors this is where the Evelyn Partners Investment Management Spot the Dog biannual report comes in. The report’s aim...
Green shoots are appearing among listed infrastructure and renewable trusts
Thursday 20 Feb 2025Listed infrastructure and renewable trusts have had a torrid time over the last three years with average discounts to NAV (net asset value) drifting out to between 30% and 40%. In our view the gloom and doom gone too far, with the headwinds impacting NAVs have starting to dissipate, opening the...
Investors brace for Nvidia’s most important earnings report so far
Thursday 20 Feb 2025Chip designer Nvidia (NVDA:NASDAQ) has become the most-watched stock on the planet in recent years, having built a fast-growing business empire in one of the most exciting investment themes ever: AI (artificial intelligence). The date for your diary: 26 February, that’s when Nvidia will report...