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Four companies with long-term advantages

This design software company is under threat from AI but is also investing in new products

The manufacturer has made vast improvements in returns on invested capital over the past decade

Pushing through price increases will be a challenge, but demand for its services continues to rise

If we're moving into phase three of the AI cycle, investors might ponder being more defensive

The takeaway app has taken an eyewatering hit on the disposal of its underperforming US subsidiary

The telecoms company can't generate profitable growth and its German business is dragging down the rest.

These sectors immediately saw either buying or selling as the US election results became clear

Even a potential end to the Ukraine war may not put a cap on valuations

A major package could reverse the economy's fortunes, but plenty remains unknown