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With more than one hundred days to go to the UK’s EU referendum, the odds on the runners and riders to succeed David Cameron have altered considerably.
BORN Putney, London LIVES Wimbledon, London FAMILY Married with two children STARTED JM FINN & CO 2006 CURRENT POSITION Senior Investment Manger HOBBIES Rugby, Cricket, Golf SUMMER HOLIDAY…
Aggreko is a global supplier of temporary and/or emergency power supply equipment to a wide array of industries. It has significant earnings exposure both to Emerging Markets and commodity driven…
In the Summer Budget, the Chancellor announced the biggest shake up of the taxation of dividends since 1999 to take effect from 6 April 2016. This article explores these expected changes and their…
Cobham is a well managed aerospace specialist which has grown steadily for a number of years, both by acquisition and organic growth. It has assembled an array of high-grade defence and aerospace…
Since our founding in 1945, it has been our mission to provide unparalleled service and investment management expertise to our clients and we firmly believe that we continue to meet our goals today.…
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…
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