Our insights

Prospects

Spring Issue Twenty Two

In this issue

More awards at JM FINN

Watch the full interview with FreddyLivesHampshireFamilyMarried, 3 childrenEducation Edinburgh UniversityStarted at JM Finn2005Last holidayBembridge, Isle of WightFavourite BookBirdsong by Sebastian…

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.

With Brexit looming and the possibility of a change of UK Government on the horizon, some have begun to consider planning that will further protect their wealth. There are those considering leaving…

He often comes across dust covered files that have been sent to him containing old legacy insurance policies many of which are either forgotten by clients or simply ignored on the basis that they…

It has probably seemed quite impossible to avoid the seemingly never ending press which has focused on the surge in demand and value of Bitcoin recently. In amongst the articles was an interesting…

Launched on 19 March 1868, the original managers set out to offer small investors the chance to share in the opportunities to put their capital to work across the world. Today, 150 years later, the…

While shares calmed swiftly, it unnerved many investors who were concerned at the trigger for this sudden correction. Behind the slump in sentiment was some payroll data from the US that suggested…

Broadly there seems to be a consensus that there will have been a 50-fold increase in size by 2020, reaching in excess of 2.5 exabytes produced every day – which equates to approximately 90 years of…

The publisher of Talking Food Magazine refuses to countenance any word other than ‘pudding’. He has a point: it’s a good strong down-to-earth word with nothing but positive associations. However, it…

The only caveat to that would be Europe’s possible need to punish the UK “pour encourager les autres” from wanting to leave. The worry of the Italians leaving the euro has receded as both Germany and…

We are clearly living in unprecedented times and in a new paradigm where “Cold War” has been replaced by “Hot Peace”. A paradigm where we have gone from a bi-polar world to one of multiple asymmetric…

The simplest definition of beta is that it is a measure of risk. Whilst I won’t derive the mathematics from first principles, it is worth saying that it is calculated by taking the correlation of an…

Well, time has moved on and, whilst I have not joined the Labour Party, I am certainly keen to understand its policies and where they are heading. In particular whether the Labour Party is painfully…

We have seen excessive returns from stock markets over the last few years comfortably above long term returns over a twenty year period, which have averaged nearer 6%-7%.

Equity prospects

01.

In February 2016, GVC acquired bwin to become one of the largest multinational sport betting and gaming groups. More recently the Group has come to investors’ attention over its potential tie-up with…

02.

We last wrote about Electrocomponents in the Spring 2017 edition when the shares were trading at £4.95 on what seemed like an expensive 45x historical PE rating.

04.

Clipper Logistics (Clipper) run a predominantly UK based business focused on returns, delivery, packaging, and click and collect services. When an item is ordered online from one of a number of…

05.

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…