Category: Market Updates

Month in a Minute: June ’21

5 July 2021

Has the pace of global economic growth peaked?
Fund returns in June were positive, supported by modestly higher share markets both

Stock Story: Virgin Money UK

5 July 2021

Value opportunity in a UK bank
Virgin Money UK is a United Kingdom bank offering a classical value investment opportunity that

Isn’t the reopening trade over yet?

30 June 2021

Compared to 18 months ago, we now know how to control COVID outbreaks by restricting movement and tracing contacts and

COVID-19: creating a new era for vaccine and drug production

22 June 2021

The COVID-19 pandemic has changed the global vaccine landscape, catapulting mRNA vaccines into the limelight for the first time, with

Investing in the humble tractor at the centre of food security solutions

1 June 2021

Food security, or access to sufficient safe and nutritious food, is one of the most important challenges facing the world

Why is differentiation survival? Amazon’s secrets to success.

13 May 2021

Amazon is an impressive company. It is a major player in two long term global growth themes, online shopping, and

Inflation about to hit main street. What’s the story?

20 April 2021

Markets will have one and half eyes on inflation prints over the rest of 2021 as investors try to ascertain

The long-term outlook for inflation – 5 key drivers

20 April 2021

We take a closer look at 5 key drivers that may contribute to long-term inflation.
1. Ageing demographics – the median

How will corporates spend their excess cash and what does this mean for investors?

19 April 2021

As earnings growth and visibility beyond the pandemic improve, how companies choose to spend elevated levels of cash held as

The unseen opportunity in Plasma

31 March 2021

Blood Plasma is big business. Collecting, processing, manufacturing and ultimately selling plasma derived products has been a valuable area for

Have low rates created investment bubbles? What should investors do?

22 March 2021

Lower interest rates have led to higher valuations of many company shares as investors look for alternative ways to save,

Inflation’s return? Implications of the great reopening

9 March 2021

The economic recovery from the COVID pandemic has been much better than anyone predicted. Global consumption is expected to boom

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Category: Market Updates

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