Robert Stephens, CFA

Rolls-Royce’s recovery has wings

While Donald Trump’s victory in the US election was unpopular, there will inevitably be some winners from his Presidency. One…

Shire has defensive appeal

Since the inauguration of Donald Trump on Friday, market conditions have become increasingly volatile. The FTSE 100 has fallen by…

Hard Brexit could lead investors to ditch Debenhams

This week’s speech by Theresa May indicated a ‘hard’ Brexit is becoming increasingly likely. This may be a cleaner result…

Uncertainty to send investors in the direction of Compass

2017 looks set to be a challenging year for investors due to the risks posed by a Trump Presidency and…

Morrisons could be the winner in the battle of the supermarkets

Morrisons (LON: MRW) has enjoyed a superb Christmas trading period. The food retailer posted its best performance for seven years…

Bag Burberry for Chinese growth

Between now and 2020, the Chinese economy is forecast to grow at 2.5x the rate of the UK economy. This…

Next plc is a top turnaround opportunity

This week has been a cruel one for Next plc (LON:NXT). It has seen its share price fall by around…

Why 2017 could be BP’s year

BP is entering a new phase in its history, with it having drawn a line under the costly oil spill…

BT’s appeal has been boosted by Brexit

Perhaps the main effect of Brexit thus far has been a weakening of sterling. This is set to cause a…

The hunt for a growing dividend leads to RSA Insurance

2017 could be the year that dividend growth becomes the most important aspect of income investing. In 2016 and recent…