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Markets Data
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Taking Stock
December 29, 2023
Commodities could soon be a contrarian bet
China's underwhelming post-Covid rebound has dampened sentiment towards commodities – but all is not lost as we enter 2024
December 15, 2023
Can Legal & General sustain its dividend?
Pension risk transfer market affords long-term growth potential, but doubts linger over the sustainability of income pay rates
December 14, 2023
FRP Advisory is in an increasingly sweet spot
Administration appointments more than doubled
December 08, 2023
MP Evans mispricing offers an opportunity
This primary producer highlights the danger of market mispricing when commodity pricing becomes the central consideration
December 01, 2023
Why the China-Saudi deal threatens the dollar and US stocks
A new currency swap deal involving will reignite speculation over the dollar's reserve status
November 24, 2023
Rate falls favour utilities and consumer stocks
Two apparently disparate sectors could outperform if and when the base rate clicks into reverse
November 17, 2023
Shell takes aim at Greenpeace as ESG clamour wanes
The energy giant's legal action against Greenpeace could form part of a wider trend
November 10, 2023
AI could help us finally figure out stock exchange seasonality
Our ability to go deeper than 'sell in May and go away' could be aided by machine learning
November 03, 2023
Could RTX stage a Rolls-Royce-style rally?
With a 3 per cent yield and plans to return $35bn to shareholders: it's time to take a second look at a US aerospace-defence heavyweight
October 27, 2023
The S&P 500 top-tier stocks are primed for correction
Comparisons with the dotcom bubble are spurious, but it's right to question giddy valuations
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