Our insights

Prospects

Autumn Issue Twenty Four

In this issue

Watch the full interview with Sam

As part of our focus on providing a high quality, personalised investment service, we look to support our investment managers in their decision making when it comes to constructing client portfolios.

The cyber-attack on British Airways that compromised customers personal and financial data serves as a pertinent reminder of the risk of putting our data online and the sophisticated measures today’s…

Opinions are divided on what will happen next. Many estate agents point to signs that “the market is bottoming out” and that now may be the time to buy. However, a more bearish view is that further…

With over 150,000 new private businesses started in 2017 it seems that everywhere we look there’s a start-up. In this new series we asked friends of JM Finn to describe the challenges entrepreneurs…

I have, broadly speaking, two options as to how I might act on this view to make profit; find a friend that is willing to take the other side of my bet, called an over the counter (OTC) wager or to…

According to Savills estate agency an estimated 53,000 buy-to-let properties have been sold over the past 12 months which is the lowest number since 2007.Although the number of new loans approved for…

Mercury was associated with commerce and negotiating and a simplified pictorial representation of the Caduceus was a symbol widely used by alchemists until the 18th century. There are some less…

While investors in the US have been buoyed by impressive economic growth and low unemployment, other parts of the world have been less sanguine over the effects of the President’s actions. Emerging…

The rise of online shopping, combined with broader shifts in consumer values and spending habits, has exposed an overbuilt retail landscape. 2018 is shaping up to be the year of the Company Voluntary…

The RPI includes housing costs but that is not the reason why it tends to be 0.7% per annum greater than CPI. It is the method of calculation that drives the difference. For those with Maths A Levels,…

Such visible instability in Government inevitably leads to talk of general elections and suddenly we’re only one step away from the possibility of seeing the keys to 10 Downing Street in the hands of…

Maintenance capex can be considered the cost of sustaining current revenue and profits for a business. This type of outlay is equivalent to a normal operating expense; such an example would be the…

To date, Trump has slapped a 25% tariffs on $50 billion worth of Chinese goods. He also mooted a 10% levy on an additional $200 billion of imports. China retaliated with tariffs on $50 billion of…

As part of the support that we as investment managers get, our research team make it their jobs to talk to as many people as possible to try and get the inside track on the issues at heart. Over the…

Surrey County Cricket Club, sponsored by JM Finn & Co, have won the LV= county championship division two, securing promotion to division one.

Equity prospects

01.

It would be easy to write about all the reasons to be impressed by Amazon. Whether it be their globally leading cloud-computing business, their e-commerce platform which continues to dominate the…

02.

Intuitive Surgical are the global leader in robotic assisted minimally invasive surgery through the “da Vinci System” as well as the related instruments and accessories.The da Vinci System comes in…

03.

British American Tobacco (BATs) and their peers have been plagued over recent years by concerns over pro- health legislation threatening parts of the industry. Thus far, tobacco giants have survived…

04.

AB Foods (ABF) is split into five rather different divisions, Sugar, Agriculture, Retail, Grocery and Ingredients. By far the largest of these is Retail or more accurately, Primark, a budget fashion…