Our insights

Prospects

Autumn Issue Twenty

In this issue

JM Finn nominated for award again

It would have been difficult to imagine two years ago that we would now have the real threat of a socialist government in this country should Mrs May slip up, and we have voted to leave the European…

According to The Pensions Regulator, 67,700 people transferred outof defined benefit pension schemes in the last year alone.There has been a huge increase in interest in defined benefit (aka Final…

In the recent past, the well-trodden property path of a successful London-based professional would follow a fairly predictable route. A first-time flat in central London, upgrading to a larger first…

With more than 750,000 hotel rooms in 100 countries, Intercontinental Hotels Group is one of the largest global franchises today.

Stock selection – analysing financial statements, meeting companies and understanding their markets and industries – is central to the Artemis Global Income Fund.

True, governments and consultancies run computer models designed to predict likely outcomes as a result of policy decisions, but we can never be certain to any reasonable degree what the future might…

What interest rate would you charge to lend money to Corbyn? Imagine that Jeremy Corbyn managed to push Labour and its allies past the parliamentary majority of 321. What would happen to the UK gilt…

Isn’t it extra-ordinary how America (the United States of) seems to dominate our every waking moment? If you measured the amount of air-time given this summer to reports from the US, particularly…

Compound interest is, simply put, the addition of interest upon interest. For example, if in year one I was to place £10 on deposit, on which I were to receive 10% interest, at the end of year one my…

Unfortunately, we have had a number of horrific events over the last six months or so which have rightfully featured centre stage; be they terrorist attacks or tragic incidents such as Grenfell Tower.…

Not surprisingly, there is a strong correlation between Rio Tinto’s (Rio) fortunes and iron ore price.

Equity prospects

01.

In 1993, Victrex was formed following a management buyout from Imperial Chemical Industries (ICI). They took with them their then patented product Polyaryletheretherketone (PEEK), a polymer that forms…

02.

Under the backdrop of a zero interest rate environment, post financial crisis de-risking and restructuring alongside continued litigation, the UK banking sector remains unloved.

03.

Shell point out the highly complementary overlap of BG Group, particularly in Liquefied Natural Gas and BG’s deep water assets in Brazil.