Our insights

With over 60% of its revenues derived from the US, Hunting has significant operating leverage to any recovery in either shale or conventional oil and gas activity.

Associated British Foods (ABF) remains an interesting growth story. It’s low cost, international clothing chain, Primark enters its inaugural US roll-out on September 10th with a carefully planned…

I feel very privileged to be the CEO of Debrett’s, especially given its heritage and status in recognising achievement for over two centuries. The business was formed in 1769 and will celebrate its…

Historic context is useful in understanding the energy sector. Growth in demand for energy has been a key feature of economic progress for 250 years. For reasons of space, size of investable universe,…

Whatever the reason, it certainly encouraged a more detailed look at what is going on in the emerging world, of which China is an undoubted leader. The recent performance of these markets has hardly…

As consumer demand picks up after a recession, so companies should employ more people from a pool of high unemployment. Then unemployment falls and companies have to invest in more capacity and…

Will the now self-evident slowdown in the Chinese economy result in a hard landing? Will it prompt another outbreak of deflationary "currency wars” among the world’s biggest economies? Does it presage…

Despite lacking strong comparatives, Whitbread has started the year well in both core divisions. Analysts are comfortable with the underlying UK economic recovery and point to major drivers this…

So what’s the yield? Well, the “7%” coupon income comes as two semi-annual payments of £3.50 in April and October for a total of £7. So you might say that the yield is £7 ÷ £105.90 or 6.61%. That is…

Consider crime down by a third, more police on the streets, peace in Northern Ireland, civil partnerships and the minimum wage. Blair’s ultimate nemesis was the war in Iraq, a side-step that saw him…

What a difference a quarter makes

The London Stock Exchange Group's 1,000 Companies to Inspire Britain is an annual celebration of some of the fastest-growing and most dynamic small and medium-sized enterprises (SMEs) in the UK.

The recent histories of the FTSE 100 and the FTSE All Share eloquently describe the challenges facing investors. Investing in these indices just over 16 years ago on 1st January 2000 would have…