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US
February 24, 2022
Do US asset managers offer good value?
US asset managers make up a good chunk of our model portfolio, but trying to work out whether they are really good value investments is all about measuring risk
February 16, 2022
Facebook ad sales "shock" belies industry strength: CentralNic boss
Companies that rely on proprietary data are taking a bigger chunk of the advertising market
February 04, 2022
Amazon bailed out by cloud services
The cloud service business continues to grow at pace while the outlook for retail is looking uncomfortable
January 26, 2022
Investors turn away from US growth stocks
Concern over the path of US interest rates has hit technology shares and lockdown winners harder than most
January 20, 2022
America's monopoly problem
America's tech giants are trading blows in their quest for future expansion, and regulators are watching closely, too
January 20, 2022
How to find the real value in US shares
The US stock market is the last great frontier for UK investors, and while the cost of trading US shares has fallen to an all-time low, picking the right company is vital as ever
January 19, 2022
US banks firing on one cylinder
Awkward comparisons with a Covid-afflicted 2020 makes evaluating US banks performance problematic, but momentum appears to be slowing
December 16, 2021
Economic recovery is bad news for US growth stocks
Employment levels are almost back to normal, which means the era of low interest rates may be coming to a close.
August 04, 2021
ITV vs Google: A tale of two marketing budgets
Both media companies rely on marketing revenues, but does size mean success?
May 28, 2021
Three things we learned about Apple in the Epic trial
Apple's fight with the Fortnite developer has provided clarity on some thorny issues which have long troubled shareholders
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