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Ideas of the Week
August 28, 2020
Market Outlook: Fed shifts stance, Trump accepts nomination, Essentra, Avon Rubber & more
Equities are off a little in early trading as investors have a lot to digest
August 27, 2020
Buy into CVS's improving health
This veterinary services provider offers a good defence against an economic downturn, improving margins and long-term structural growth prospects
August 27, 2020
Micro Focus: A fall from grace
Almost three years on, the company is still struggling with its HP acquisition
August 27, 2020
AB Dynamics ready for the fast lane
While the near-term picture is more challenging, the vehicle safety testing group is benefiting from rising regulation and the push towards autonomous cars
August 27, 2020
Nucleus Financial: value in a pricey sector
The Edinburgh-based investment platform trades at a small fraction of its larger peers – and undeservedly so
August 27, 2020
Ideas Farm: Not all currency issuers are created equal
Covid-19 and the ascent of MMT has strengthened the case to look overseas for investment opportunities
August 25, 2020
Playing future trends with niche ETFs
Passive routes into technology, health and other specialist themes
August 20, 2020
Linde: an elementary choice
Formed through the 2018 merger of Praxair and Linde AG, the industrial gases giant offers defensive protection against a downturn and a way to tap into the hydrogen revolution
August 20, 2020
Crest Nicholson exposed to looming downturn
The housebuilder's weaker operating margins make it more exposed to a downturn in house sales prices
August 20, 2020
Look to the future with Advanced Medical Solutions
A near-term hit from Covid-19 should not belie the company’s longer-term ambitions
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