Our insights

Prospects

Summer Issue Twenty Three

In this issue
The Potting Shed

Tailwise, a platform which helps would-be dog owners to find the right dog from responsible breeders, is the brainchild of Sam Worthy, who founded the business in 2017 following six years of hard…

Understanding Finance
Understanding Finance
Profits Warnings

There is much speculation surrounding the ‘science’ of profit warnings, their predictability and recurrence in particular. The best publicised being the fabled wisdom that they come in threes.…

Wealth planning in focus
“To have and to hold...”

After the pomp and ceremony of the Royal Wedding, Simon Wong, reflects on how a flaw in the Individual Savings Accounts (ISA) rules that prevented surviving partners from inheriting the full amount…

Meet the manager
Kim Woolmer

Kim Woolmer discusses life as a wealth manager.

Asset allocation in focus
Asset Allocation Focus

JM Finn news
JM Finn conference: change is the new norm

An investment manager’s job is to keep on top of the companies in which they invest on behalf of their clients. This involves more than just following the individual stock, but also keeping tabs on…

Stock in focus
Tencent

Tencent began life in 1998 as an instant messaging service and later, when they listed in 2004, began their expansion outside of social media platforms into online gaming. It was in 2008 when they…

Collectives commentary
China: A long way to grow

This is certainly true when measured in purchasing power parity (PPP) GDP terms, ahead of the US and greater than the combined EU members.Its ascent to this position has led it to be the regional…

Economic focus
The Importance of Black Gold

Yet in June last year it had fallen to within a whisker of $40 a barrel, while last May it flirted – admittedly briefly – with $80. True, you may well have noticed that the price of fuel at the pump…

General interest
Alan Titchmarsh in conversation

Sitting alongside the banks of the river Test, in the glorious gardens of Bere Mill, in Whitchurch, Hampshire, seemed an appropriate setting to be addressed by the face of British gardening. However,…

Bond focus
More excitement than you bargained for

Bonds are often described as safe investments. “Safe” here relates to the probability of you getting your money back. Government bonds, or Gilts, are seen as being very safe because the UK Government…

Guest editorial
North Korea: Isolated, Brutal, Secretive

We asked investigative photo-journalist Jeremy Hunter to paint a picture of real life in North Korea, beyond the pontifications of the Supreme Leader.North Korea is the most isolated, probably the…

Editorial
The Artisanal Revolution?

At the same time, unemployment in the US fell from an estimated 6% in 1910 to 4% in 2018. Workers have re-trained, re-skilled and improvements in productivity, alongside growth in GDP, over that time…

Welcome
Welcome Summer 2018

Both previous incumbents of the White House pushed the North Korean issue aside, but Mr Trump has made this a key issue and it will be interesting to see if anything comes of it. 

Stock in focus
PZ Cussons

The Group is highly experienced at dealing with conditions in these challenging but high growth territories.

Equity prospects

01.
Walt Disney

 In 1928 the first Micky Mouse cartoon ‘Steamboat Willie’ appeared in theatres. 90 years later, Walt Disney looks like a very different beast. Media Networks now makes up roughly half of the company…

02.
Inmarsat

During the 1990’s, WiFi was invented and began to be commercialised. Those that made the WiFi transmitters were tipped to be the companies through which to play this leap forward in technology.…

03.
Renishaw

Renishaw is a United Kingdom-based, specialist electronic engineering company operating in three segments: metrology, healthcare and additive manufacturing, more commonly known as 3D printing.