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Taking Stock

February 10, 2023
The Nasdaq's rally is built on shaky foundations
Nasdaq鈥檚 early-year rally might grind up against US Federal Reserve policy
February 03, 2023
Rolls-Royce 鈥� where 鈥榬adical change鈥� became the norm
The new chief executive appears to have primed employees ahead of further drastic remedial actions
January 27, 2023
Oil investors will benefit from fanciful decarbonisation policies
Energy transition details remain thin and without a plan oil and gas prices will be supported
January 20, 2023
The early signs are good for emerging market stocks
Early evidence supports the emerging markets growth narrative for 2023
January 12, 2023
It's clear pockets of the stock market are too cheap to ignore
A technical signal could prefigure a revival for the FTSE 250
January 03, 2023
UK top-tier distributions should hold-up through 2023
Income prospects aren't as grim as the outlook for the wider economy
December 21, 2022
Is a reappraisal of ESG strategies under way?
The next 12 months could test investor appetite for sustainable mandates
December 15, 2022
More thoughts on farming as we exit 2022
It's a well-worn theme, but events this year underline why it makes sense to gain exposure to soft commodities
December 06, 2022
Is it time to embrace re-emerging markets?
Beijing's obsession with zero-Covid has weighed on emerging market performance, but a weakening dollar through 2023 could prompt a swift turnaround
November 29, 2022
Treatt frayed at the margins
Events in China aren't helping matters

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