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Ideas of the Week
April 03, 2025
This unloved mid-cap is poised for a turnaround
Chemicals company has a new management team and a new focus on shareholder returns Â
April 03, 2025
A recession-proof stock thriving while rivals stumble
Rentokil is faltering – and this quality US stock is feeling the benefit
March 27, 2025
Retail is having a renaissance – and this Reit is taking advantage
Retail used to be a dirty word in property but if you pick the right brands in the right location, your strategy can be on point
March 27, 2025
The stars are aligning for this savvy biotech trust
Drug development is coming back in vogue and this fund’s ‘full life cycle’ approach means it’s ready to capture the gains
March 20, 2025
Time to get comfortable with this unloved retailer
Falling debt and better cash generation are removing the risks of owning this household brand
March 20, 2025
Take advantage of this cyber giant’s share price slip
A US software company has had a rocky few weeks, but AI will increase demand for its products
March 13, 2025
A European defence champion primed for growth
There’s a spending supercycle on the way and one of Europe’s largest arms manufacturers stands to benefit
March 13, 2025
This transformed gold miner has more to offer
Investors have started to recognise this company’s value but its work in the coming months should push its share price even higher
March 06, 2025
This trust is ready to take advantage of the trade war
There are a handful of funds that invest in trade war beneficiary Vietnam – but one in particular looks promising
March 06, 2025
Time to buy this misunderstood property player
The mortgage market finally reaching a trough could benefit this innovative company
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