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Ideas of the Week

January 07, 2021
Beazley鈥檚 bad news looks baked in
Despite some important signs of recovery, Beazley's shares trade well below their pre-pandemic high
January 07, 2021
Ideas Farm: That New Year state of mind
What will the New Year hold? Being ready to find out is likely to be a more constructive state of mind than trying to work out any definitive answers.
January 07, 2021
Ideas of the week 2020 review
It's been a crazy ride for out buy and sell ideas in 2020 as well as a year of substantial change for this section of the magazine.
January 07, 2021
Ride a recovery with less volatility via Federated Hermes US SMID Equity
Federated Hermes US SMID Equity looks well positioned to play a US recovery
January 06, 2021
The Gym Group: time for a trading workout
Another lockdown isn鈥檛 great news for the gyms operator, but Michael Taylor thinks it鈥檚 in good shape to deliver healthy trading profits
December 30, 2020
Ideas of the year 2021
Five themes for 2021 and 10 stock ideas to play each of them.
December 30, 2020
Warehouse Reit offers ecommerce exposure at a bargain price
The logistics landlord stands to benefit from increasing demand for online delivery, but its shares trade at a discount to peers
December 30, 2020
A relentless focus on sturdy british businesses
Keith Ashworth-Lord has consistently outperformed and shuns UK negativity
December 30, 2020
Visa: a price worth paying
The global payments giant's cash generation looks set to run
December 30, 2020
Buy the world's best companies with Monks Investment Trust
Monks investment trust looks for adaptable companies on the right side of change

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