Amazon

World's largest companies' climate pledges 'lack real substance'

ESG

World's largest companies' climate pledges 'lack real substance'

One company with ‘reasonable integrity’

clock 07 February 2022 • 2 min read
Stock Spotlight: Investors rattled by Spotify results but Joe Rogan impact unknown

Companies

Stock Spotlight: Investors rattled by Spotify results but Joe Rogan impact unknown

Share price down 7%

clock 04 February 2022 • 4 min read
ESG concerns pushing Cerno's Spence away from FAANGs

Equities

ESG concerns pushing Cerno's Spence away from FAANGs

Sustainability a priority

clock 03 February 2022 • 2 min read
Deep Dive: 'Concerns over US valuations'

Investment

Deep Dive: 'Concerns over US valuations'

David Coombs, head of multi-asset investments at Rathbones, dives into US equities

clock 01 February 2022 • 4 min read
JB Beckett: Killing the high street one smile at a time?

Markets

JB Beckett: Killing the high street one smile at a time?

The Amazon effect

clock 25 January 2022 • 4 min read
Value can be found in unassuming sectors

US

Value can be found in unassuming sectors

US equities have significantly outperformed most asset classes over the past ten years and are, in most people's view, not looking cheap.

clock 21 January 2022 • 3 min read
'Too much debt in system' is likely to make recent value/growth rotation transitory

Equities

'Too much debt in system' is likely to make recent value/growth rotation transitory

Equity investors could experience a "multi-year rally" in value stocks, according to some industry commentators, who believe the recent market rotation out of growth could be here to stay. Others have warned not to write off quality growth assets, however,...

clock 21 January 2022 • 9 min read
Nintendo 'biggest disappointment' of 2021 for Blue Whale's Stephen Yiu

Unit trusts/OEICs

Nintendo 'biggest disappointment' of 2021 for Blue Whale's Stephen Yiu

Review of LF Blue Whale Growth fund holdings

clock 18 January 2022 • 2 min read
Blue Whale's Yiu sells Amazon following 'immense' inflationary pressure

US

Blue Whale's Yiu sells Amazon following 'immense' inflationary pressure

Stock 'violates' his investment thesis

clock 14 January 2022 • 2 min read
Terry Smith slams Unilever over company's ESG focus

Companies

Terry Smith slams Unilever over company's ESG focus

Smith's fund underperformed MSCI

clock 12 January 2022 • 1 min read
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