Our insights

Prospects

Spring Issue Forty Two

In this issue
Editorial
Future of physical retail

Media commentators have repeatedly remarked on the impending ‘death of the high street’, threatened by the apparent unrelenting rise of the internet and online stores.

Economic focus
The British Disease

How is it that this country teeters on the brink of a recession, productivity is known to be behind that of other G7 countries and industrial action is rife, yet our benchmark FTSE 100 Share Index…

Guest editorial
Prawn cocktail or beer and sandwiches?

With Labour’s poll lead of around 20 per cent over the Conservatives, political betting sites are giving odds of 2/9 that Labour win the next General Election – and business is taking a closer look…

Bond focus
Goldilocks

A question on all investors’ minds is what inflation is going to do? Head of Research, Sir John Royden sees economists divided into two camps.

Asset allocation in focus
Asset Allocation Focus in Spring 2023

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.

Independent view
Providing for future generations

Chris Thurlow from Ludlow Trust Company suggests how, with sensible planning and using appropriate trusts, more assets might be passed to your beneficiaries.

Stock in focus
discoverIE

There is a lot of doom and gloom around the UK economic outlook currently. Yet, there are bright spots, such as discoverIE which is one of the fastest growth stories within the industrial sector of…

Company meetings
Company Meetings Spring 2023

We met the companies below and you can learn more on any of these by contacting the person at JM Finn with whom you usually deal.

JM Finn news
New portal

Regular users of our client portal will soon notice that we have a new version.

Understanding Finance
Understanding Finance
Acquisition accounting

The slowing global macro backdrop is feeding through to the performance of a range of businesses.

Collectives commentary
Why Europe Is Bouncing back

Back in August 2020 there was a headline that made for uncomfortable reading for us European investors: US tech stocks are now worth more than the entire European market.

Meet the manager
Paul Dyas

Investment Director / Head of Investment Management

Welcome
A message from our CEO | Spring 2023

After a difficult year for investors in 2022, it has been an encouraging start to 2023 for the UK economy and stock market as a whole.

Equity prospects

01.
Cranswick

Cranswick is a food producer specialising in high quality, predominantly pork and chicken products sold mostly into UK retail.

02.
Greggs

The UK high street has not been an easy place to operate in recent years but Greggs has bucked this trend.

03.
Howdens

Howdens manufactures and sells kitchens having seen success with a steady climb in trade accounts over time.

04.
RS Group

RS Group, formerly Electrocomponents, is a global industrial and electronic product and component distributor which stocks more than 700,000 products from switches, pulleys and sensors through to…

Winter Issue Forty Two