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Ideas of the Week

August 24, 2023
An insurer whose specialism is its biggest strength
Rivals often spread themselves too thin, says Julian Hofmann, and demand for its products and its shares will keep rising
August 17, 2023
This deal-hungry miner is heading north
It is reshaping its portfolio and has flair in metals investors tend to ignore
August 17, 2023
A reinvented company with a large moat and reliable cash
Having divested its industrial legacy, this software conglomerate is focused on through-the-cycle quality companies
August 10, 2023
Get defensive with a UK data play
This digital business for corporates boasts a winning mixture of sales and margin growth
August 10, 2023
It's time to re-evaluate this recycling leader
Recent volatility in the recycling market and the wider economy has left investors feeling pessimistic, but the future looks bright for Renewi
August 03, 2023
A stable giant with strong cash flows and reliable dividends
After a rocky patch, reasons for renewed faith in this consumer staples giant is growing
August 03, 2023
Asset managers are back 鈥� and this stock is a unique proposition
This fund manager has a chance to show its strengths after a bruising year for private markets
July 27, 2023
A housebuilder whose dividends aren鈥檛 on the line
Conditions are tough, but this company is better placed than most for the eventual market turn
July 27, 2023
This fund is ready to take advantage of bargain Britain
Active manager Alex Wright has a strong record of sifting through an unloved market
July 20, 2023
This stock is catnip for investors
The UK pet care industry is thriving, and this company offers an enticing mix of growth, resilience and returns

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